Kyle
Hickey
Private Client Services, LLC
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About this Advisor
Kyle Hickey is a financial advisor based out of Westerville, Ohio. Hickey is currently employed by Private Client Services, LLC. Over the course of their career, they have held roles at Mid Atlantic Capital Corporation, Fsc Securities Corp, Wealthstone Advisors, Mml Investors Services, LLC, Massmutual Life Insurance Co, Private Client Services, The Joseph Group, Everhart Advisors and Cambridge Investment Research, Inc. Hickey holds a Series 63 license, certifying them as a securities agent, and can advise clients in Ohio. Private Client Services, LLC is a financial advisory business operating out of Louisville, KY. It has offices in 21 locations and a total of 60 advisors. It manages $663 million in assets under management between its 2,669 client accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 2,669 client accounts, just 8% belong to high-net-worth individuals who have at least $1 million in assets. The business has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules largely vary depending on which service is offered. However, fees charged by Private Client Services, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Private Client Services, LLC Brokerage Details
$663,057,627
60
2,669
$248,429
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Kyle Hickey Work History
Kyle has been registered as a financial advisor for 0 years.*
Private Client Services
Mml Investors Services, LLC
Massmutual Life Insurance Co
Fsc Securities Corp
Wealthstone Advisors
Mid Atlantic Capital Corporation
Everhart Advisors
Cambridge Investment Research, Inc
The Joseph Group
*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 Hickey 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 Private Client Services, LLC
Appleton, WI
Appleton, WI
Louisville, KY
Louisville, KY
Appleton, WI
Appleton, WI
Rockville, MD
Raritan, NJ
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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