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Kyle A Stoney

Wells Fargo Securities, LLC

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About Kyle A Stoney

Kyle Stoney is a registered representative with Wells Fargo Securities, LLC. Kyle has a Series 63, Series 79TO and SIE license. Kyle's previous experience was with Brentwood Capital Advisors LLC. Kyle has been in the securities industry since August 19, 2022. Kyle is registered in Tennessee.

Firm Information

Kyle Stoney is currently registered with Wells Fargo Securities, LLC. Wells Fargo Securities, LLC is a Limited Liability Company formed in March 2003. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

1,325

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Kyle Stoney’s Registration & Firm History

TN

12/01/2022 - Present

Wells Fargo Securities, LLC (Nashville TN)

TN

07/21/2022 - 10/31/2022

BRENTWOOD CAPITAL ADVISORS LLC (NASHVILLE TN)

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Licenses & Designations

BC

Issued 03/03/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/21/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 11/16/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle A Stoney.
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