linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kyle D Waterbury

Unique Wealth, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kyle? Claim Your Profile

About Kyle D Waterbury

Kyle Waterbury is a registered Investment Advisor Representative with Unique Wealth, LLC, a firm based in Clearwater, FL. Kyle has been in the industry since 2020 and holds a Series 65, Series 7TO and SIE licenses. Kyle is a Registered Investment Advisor Representative in Florida and Texas. Kyle previously worked at Northwestern Mutual Investment Services, LLC from January 2020 to March 2021. The firm offers a range of advisory services, including financial planning and portfolio management for individuals. Kyle specializes in working with high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals other than high-net-worth clients.

Firm Information

Kyle Waterbury is currently registered with Unique Wealth, LLC. Unique Wealth, LLC is a Registered Investment Advisor headquartered in Clearwater, Florida. The firm provides financial planning and portfolio management services to individuals, businesses, and pension plans. As of the most recent reporting period, the firm managed approximately $626.5 million in assets for 2,063 clients.
Unique Wealth, LLC

311 PARK PLACE BLVD N

CLEARWATER, FL 33759

$626.49M

Assets Under Management

Not reported

Total Clients

8

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kyle Waterbury’s Registration & Firm History

FL

05/18/2022 - Present

Unique Wealth, LLC (CLEARWATER FL)

FL

01/22/2020 - 03/11/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Tampa FL)

Not sure if Kyle D Waterbury is right for you?

Licenses & Designations

IA

Issued 12/28/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/28/2024

Series 7TO - General Securities Representative Examination

BC

Issued 12/12/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle D Waterbury.
Not sure if Kyle D Waterbury is right for you?