Kylie
Stevens
Dakota Wealth, LLC
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About this Advisor
Kylie Stevens is a financial advisor operating out of Palm Beach Gardens, Florida with 1 year of industry experience. Stevens is currently employed by Dakota Wealth, LLC. During their career, the advisor has held roles at Wisdomtree Asset Management, Inc, Foreside Fund Services, LLC, Union College, Duxbury High School, Dakota Wealth, LLC and Morgan Stanley. Stevens maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to serve investors in Florida. Dakota Wealth, LLC is a registered investment company operating out of Palm Beach Gardens, FL. It has offices in 15 locations and a total of 57 employees. It manages $3 billion in assets between its 4,748 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises nine charitable organizations. Of its 4,748 accounts, 28% belong to high-net-worth investors who have at least $1 million in investable assets. Dakota Wealth, LLC has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and other services. Financial advisory fees largely depend on which services the firm provides the client. Fees billed by Dakota Wealth, LLC likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dakota Wealth, LLC Brokerage Details
$2,548,153,882
57
4,748
$536,679
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Other
Kylie Stevens Work History
Kylie has been registered as a financial advisor for 1 years.*
Dakota Wealth, LLC
Foreside Fund Services, LLC
Wisdomtree Asset Management, Inc
Wisdomtree Asset Management, Inc
Foreside Fund Services, LLC
Morgan Stanley
Union College
Duxbury High School
*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 Kylie Stevens 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 Dakota Wealth, LLC
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Akron, OH
Palm Beach Gardens, FL
Richmond, VA
Palm Beach Gardens, FL
Palm Beach Gardens, FL
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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