Kyle
Malmstrom

Centura Wealth Advisory

CRD#2880036
Investment Advisor
in San Diego, CA

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About this Advisor

Kyle Malmstrom is a financial advisor based in San Diego, California who has 5 years of relevant experience. Malmstrom is on the advisory team at Centura Wealth Advisory. Over the course of their career, they have held roles at Dw Advisors LLC (Dba Ccg Advisors), Centara Capital Securities, Inc, Ccg Wealth Management, LLC, Centara Capital Management Group, Inc, Ccg Insurance Services, LLC (Dba Centura Insurance Solutions) and Ccg Wealth Management, LLC (Dba Centura Wealth Advisory). Malmstrom has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in California and Texas. Centura Wealth Advisory is a registered investment firm operating out of San Diego, CA. It has offices in four locations and a total of 34 employees. It has $665 million in assets under management across its 1,546 accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 1,546 client accounts, 31% are held by high-net-worth clients who have greater than $1 million in assets. Centura Wealth Advisory provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management largely are based on the type of services provided. However, fee types billed by Centura Wealth Advisory may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3570 Carmel Mountain Road Suite 220
San Diego, CA 92130

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Centura Wealth Advisory Brokerage Details

Total Assets Under Management

$665,248,588

CA Average: $7,578,581,321
Total Number of Employees

34

CA Average: 43
Total Number of Accounts

1,546

CA Average: 3,727
Average Account Size

$430,303

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Kyle Malmstrom Work History

Kyle has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Ccg Wealth Management, LLC (Dba Centura Wealth Advisory)

2016 - Present (8 years)

Ccg Insurance Services, LLC (Dba Centura Insurance Solutions)

2013 - Present (11 years)

Ccg Wealth Management, LLC

2018 - 2018 (< 1 year)

Dw Advisors LLC (Dba Ccg Advisors)

2013 - 2017 (4 years)

Dw Advisors LLC (Dba Ccg Advisors)

2005 - 2013 (8 years)

Centara Capital Securities, Inc

2005 - 2014 (9 years)

Centara Capital Management Group, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kyle Malmstrom to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Centura Wealth Advisory

Tigran Muradyan
Denver, CO
Brett Hughes
San Diego, CA
Christopher Osmond
San Diego, CA
Rachel Self
San Diego, CA
Sean Clark
San Diego, CA
Samantha Lawrence
San Diego, CA
Matthew Griffith
San Diego, CA
David Martinez
San Diego, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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