Chief Compliance Officer · Together Wealth Group LLC
Kyle P. Durand
CRD 8251509 · Named on Form ADV at one SEC-registered adviser
At a glance
Together Wealth Group LLC, an SEC-registered asset manager based in Miami Beach, FL with $0 in regulatory assets, lists Kyle P. Durand on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Together Wealth Group LLCChief Compliance OfficerAsset manager · Miami Beach, FL · $0M in regulatory assets
AtlasMembers
Kyle’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Mark C. SmithManaging Member, Together Wealth Group LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kyle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.