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Kyle Coleman

FMI Capital Advisors, Inc.

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About Kyle Coleman

Kyle Coleman is a financial advisor with FMI Capital Advisors, Inc. in Houston, TX. Kyle has been in the industry since 2017 and has a broad range of experience in investment banking. Kyle holds the Series 63, Series 79 and Series 79TO licenses and is registered in California, Colorado, Florida, North Carolina and Texas.

Firm Information

Kyle Coleman is currently registered with FMI Capital Advisors, Inc.. FMI Capital Advisors, Inc. is a corporation formed on July 30, 1999. It is registered in California, Colorado, Florida, North Carolina, and Texas, and is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

52

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 Coleman’s Registration & Firm History

TX

12/02/2022 - Present

FMI Capital Advisors, Inc. (Houston TX)

NY

06/01/2018 - 04/09/2019

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

NY

08/26/2017 - 04/12/2018

BARCLAYS CAPITAL INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/17/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/02/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2017

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Coleman.
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