Kyle
Stuckey

Almanack Investment Partners

CRD#6224932
Investment Advisor
in Wayne, PA

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About this Advisor

Kyle Stuckey is a financial advisor based in Wayne, Pennsylvania, working with Almanack Investment Partners. Kyle has previously held positions at Hamilton & Musser, Cpa, Proequities Inc, Central Penn Advisors, Invest Financial Corp, Keller Financial Group, Jfs Wealth Advisors, LLC, and Almanack Investment Partners. Kyle has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Kyle is part of Almanack Investment Partners, which operates out of Wayne, Pennsylvania. The firm has 6 offices and 22 employees. The firm manages assets totaling $802.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Almanack Investment Partners includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

656 E Swedesford Road Suite 301
Wayne, PA 19087

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Almanack Investment Partners Brokerage Details

Total Assets Under Management

$802,193,139

PA Average: $15,833,994,310
Total Number of Employees

22

PA Average: 41
Total Number of Accounts

2,044

PA Average: 3,342
Average Account Size

$392,462

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kyle Stuckey Work History

2021 - Present (3 years)

Almanack Investment Partners

2017 - 2021 (4 years)

Jfs Wealth Advisors, LLC

2015 - 2017 (2 years)

Invest Financial Corp

2015 - 2017 (2 years)

Keller Financial Group

2013 - 2015 (2 years)

Hamilton & Musser, Cpa

2013 - 2015 (2 years)

Proequities Inc

2013 - 2015 (2 years)

Central Penn Advisors

Disclosures

Please visit the SEC profile of Kyle Stuckey 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 Almanack Investment Partners

H Clark Gaines Jr
Wayne, PA
Kevin Harper
Wayne, PA
Devin Cattelan
Wayne, PA
Michael De Quevedo
Wayne, PA
Kyle Stuckey
Wayne, PA
Brendan Gilmore
Wayne, PA
Robert Pulsifer
Wayne, PA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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