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Kyle Tanner Keaty

Fisher Investments

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About Kyle Tanner Keaty

Kyle Keaty is a registered investment advisor representative with Fisher Investments. Kyle has been in the financial services industry since 2013. Kyle holds the Series 66 and Series 7 licenses. Kyle specializes in financial planning, portfolio management for individuals, businesses and investment companies, and portfolio management for pooled investment vehicles. Prior to joining Fisher Investments, Kyle worked at Transamerica Investors Securities Corporation, Scottrade, Inc., Fidelity Brokerage Services LLC, and Morgan Stanley. Kyle's previous work experience includes helping clients to achieve their financial goals.

Firm Information

Kyle Keaty is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

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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financial planning services

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

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kyle Keaty’s Registration & Firm History

TX

04/25/2018 - Present

Fisher Investments (PLANO TX)

FL

06/13/2017 - 04/09/2018

TRANSAMERICA INVESTORS SECURITIES CORPORATION (ST. PETERSBURG FL)

FL

12/13/2016 - 06/12/2017

SCOTTRADE, INC. (SARASOTA FL)

FL

02/18/2015 - 10/20/2016

FIDELITY BROKERAGE SERVICES LLC (SARASOTA FL)

NY

09/16/2013 - 01/12/2015

MORGAN STANLEY (ROCHESTER NY)

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Licenses & Designations

BOTH

Issued 10/14/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/09/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle Tanner Keaty.
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