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Kyle Daniel Martin

Foreside Fund Services, LLC

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About Kyle Daniel Martin

Kyle Daniel Martin is a financial advisor at Foreside Fund Services, LLC. Kyle has been in the financial services industry since 2007 and has experience working with a variety of clients. Kyle is licensed to provide financial advice in Connecticut, Maine, Massachusetts, New Hampshire, New York, Rhode Island and Vermont. Kyle holds the Series 6, 7 and 63 licenses. Kyle also holds the Securities Industry Essentials (SIE) Examination.

Firm Information

Kyle Martin is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

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 Martin’s Registration & Firm History

FL

02/07/2019 - Present

Foreside Fund Services, LLC (Fort Lauderdale FL)

ME

09/25/2017 - 01/18/2019

FORESIDE FUND SERVICES, LLC (PORTLAND ME)

CO

08/31/2016 - 09/14/2017

MML INVESTORS SERVICES, LLC (DENVER CO)

CO

09/13/2013 - 02/22/2016

FORESIDE FUNDS DISTRIBUTORS LLC (DENVER CO)

NY

12/04/2012 - 09/06/2013

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

WI

10/17/2011 - 12/04/2012

UMB DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)

CO

10/16/2008 - 08/29/2011

ALPS DISTRIBUTORS, INC. (DENVER CO)

CO

11/27/2006 - 09/11/2008

JANUS DISTRIBUTORS LLC (DENVER CO)

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Licenses & Designations

IA

Issued 09/16/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/14/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2007

Series 7 - General Securities Representative Examination

BC

Issued 11/24/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Daniel Martin.
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