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Kyle Andrew Ellis

Mutual OF America Securities LLC

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About Kyle Andrew Ellis

Kyle Andrew Ellis is a financial professional registered with Mutual of America Securities LLC. Kyle's registration began on January 2, 2024 and Kyle is currently based in the New York, NY branch office. Kyle has passed the Series 6TO, Series 26 and SIE exams and is licensed to provide investment advisory services.

Firm Information

Kyle Ellis is currently registered with Mutual OF America Securities LLC. Mutual OF America Securities LLC is a Limited Liability Company formed on June 29, 1990. The firm is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

346

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 Ellis’s Registration & Firm History

NY

01/02/2024 - Present

Mutual OF America Securities LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/12/2024

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/19/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/16/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Andrew Ellis.
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