Kyle
Hickey

Private Client Services, LLC

CRD#6229797
Investment Advisor
in Westerville, OH

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About this Advisor

Kyle Hickey is a financial advisor based in Westerville, Ohio, working with Private Client Services, LLC. Kyle has previously held positions at Mid Atlantic Capital Corporation, Fsc Securities Corp, Wealthstone Advisors, Mml Investors Services, LLC, Massmutual Life Insurance Co, Private Client Services, Everhart Advisors, and Cambridge Investment Research, Inc. Kyle has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Kyle is part of Private Client Services, LLC, which operates out of Westerville, Ohio. The firm has 19 offices and 60 employees. The firm manages assets totaling $845.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Private Client Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Westerville, OH

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Private Client Services, LLC Brokerage Details

Total Assets Under Management

$845,810,789

OH Average: $949,722,027
Total Number of Employees

60

OH Average: 35
Total Number of Accounts

2,890

OH Average: 1,296
Average Account Size

$292,668

OH Average: $732,810

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

2023 - Present (1 year)

Private Client Services

2021 - 2023 (2 years)

Mml Investors Services, LLC

2021 - 2023 (2 years)

Massmutual Life Insurance Co

2020 - 2021 (1 year)

Fsc Securities Corp

2020 - 2020 (< 1 year)

Wealthstone Advisors

2015 - 2020 (5 years)

Mid Atlantic Capital Corporation

2013 - 2020 (7 years)

Everhart Advisors

2013 - 2015 (2 years)

Cambridge Investment Research, Inc

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

Peter Mclaughlin
Louisville, KY
Howard Friedman
Rockville, MD
Steven Mills
Louisville, KY
Jillian Fohr
Louisville, KY
Sharon Ifrach
Appleton, WI
Adam Morgan
Richmond, VA
Marguerita Cheng
Gaithersburg, MD
Kyle Hickey
Westerville, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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