Kyle
Hickey
Private Client Services, LLC
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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
Services Offered
Fee Structure
Office Location
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Private Client Services, LLC Brokerage Details
$845,810,789
60
2,890
$292,668
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
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
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
Louisville, KY
Louisville, KY
Rockville, MD
Appleton, WI
Louisville, KY
Richmond, VA
Gaithersburg, MD
Westerville, OH
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