Invested Better
Unclaimed

Unclaimed

Unclaimed

Kyle Robert Wilson

BAY Crest Partners, 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 Robert Wilson

Kyle Wilson is a financial professional with over 14 years of experience in the securities industry. Kyle is currently registered with Bay Crest Partners, LLC, and is also registered with FINRA. Kyle holds multiple licenses, including Series 7, Series 24, Series 55, Series 57TO, and Series 63. Kyle has previously been employed by BANC OF AMERICA SECURITIES LLC. Kyle is licensed in multiple states, including Michigan, New York, North Carolina, Oklahoma, Oregon, Puerto Rico, Rhode Island, and Virginia.

Firm Information

Kyle Wilson is currently registered with BAY Crest Partners, LLC. BAY Crest Partners, LLC is a Limited Liability Company formed in December 1994. The firm is registered in 26 states and has 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

40

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.

Find Your Ideal Financial Advisor

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 Wilson’s Registration & Firm History

NY

02/23/2009 - Present

BAY Crest Partners, LLC (NY NY)

NY

10/03/2008 - 04/07/2009

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

Not sure if Kyle Robert Wilson is right for you?

Licenses & Designations

BC

Issued 10/08/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/08/2017

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/2008

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/01/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Kyle Robert Wilson.
Not sure if Kyle Robert Wilson is right for you?