Adviser and broker representative · Truist Advisory Services, Inc.
Kyle E. Fitzpatrick
CRD 6199671 · King Of Prussia, PA
At a glance
Kyle E. Fitzpatrick is an investment adviser representative with Truist Advisory Services, Inc. in King Of Prussia, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kyle’s SEC record dates to 2013, about 13 years ago. Kyle is also registered as a broker representative.
Current advisory firm
- Truist Advisory Services, Inc.Since February 2021King Of Prussia, PA · $77B in regulatory assets
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kyle’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.