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Kyle Maximilian Wellner

Papamarkou Wellner Perkin Advisors

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About Kyle Maximilian Wellner

Kyle Maximilian Wellner is a registered investment advisor representative and securities representative, currently working with Papamarkou Wellner Perkin Advisors. Kyle has been active in the industry since 2020 and has a Series 63, 65 and 7TO license. Kyle is a financial professional who specializes in a variety of investment strategies, including portfolio management for individuals, pooled investment vehicles, and charitable organizations. Kyle is also involved in asset allocation advising for clients. Kyle's clients primarily include high-net-worth individuals and institutional investors, including pooled investment vehicles, corporations, and charitable organizations. Kyle is passionate about helping clients achieve their financial goals and has a proven track record of success.

Firm Information

Kyle Wellner is currently registered with Papamarkou Wellner Perkin Advisors. Papamarkou Wellner Perkin Advisors is a New York-based investment advisor with a focus on portfolio management for individuals, pooled investment vehicles, and charitable organizations. The firm provides advice on asset allocation and publishes periodicals. They manage over $332 million in assets for approximately 112 clients.
Papamarkou Wellner Perkin Advisors

430 PARK AVENUE

NEW YORK, NY 10022

$332.45M

Assets Under Management

Not reported

Total Clients

7

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advice on asset allocation

Advice on asset allocation

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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percentage of assets

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

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other

Referral fees

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Kyle Wellner’s Registration & Firm History

NY

08/04/2021 - Present

Papamarkou Wellner Perkin Advisors (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/04/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/18/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/08/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Maximilian Wellner.
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