Kyle Kost
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Kyle Kost is a Senior Financial Advisor with The Kugel Briegs Group at Merrill Lynch Wealth Management. He assists clients with multigenerational wealth and retirement planning, focusing on areas such as college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Kyle joined The Kugel Briegs Group in 2019. Prior to joining Merrill Lynch, he specialized in physical alternative investment strategies tailored to high net worth clients.
Kyle holds a Bachelor of Science degree from the University of Florida with concentrations in Finance, Real Estate, and Entrepreneurship. He has earned several industry designations, including the Chartered Retirement Planning Counselor (CRPC), the Accredited Asset Management Specialist (AAMS) from the College for Financial Planning Institutes Corp in Denver, Colorado, and the Certified Plan Fiduciary Advisor (CPFA) from the National Association of Plan Advisors. He is also a member of the Florida Wealth Management Association.
Kyle is involved in community organizations such as the J. Wood Platt Scholarship Trust Fund and The Matthew Renk Foundation. He grew up in Bucks County, Pennsylvania, and currently resides in Princeton, New Jersey. His personal interests include antiquing, boating, cooking, fishing, golfing, hiking, pickleball, spending time with family, and traveling.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Multi-generational wealth transfer
General retirement planning
Retirement income strategy
Wealth management
Private / alternative investments
Location
100 Somerset Corporate Blvd
Bridgewater, NJ 08807
Most active in
Kyle K has reported serving >5 clients in these states in the last 12 months.
New Jersey · Texas
Work history
BANK of AMERICA, N.A.
2024 - Present (2 years)
Merrill
2019 - 2024 (5 years)
Unemployeed
2019 - 2019 (1 year)
Brandywine Global Investment Management
2018 - 2018 (1 year)
Capital Management Group
2017 - 2017 (1 year)
Morgan Stanley
2016 - 2016 (1 year)
University of Florida
2015 - 2019 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Stephen H
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Parkview Capital Management
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Series 65
Bridgewater, NJ
GA Advisors LLC
Claudia M
CFP®, Series 63
Millington, NJ
Epona Financial Solutions
John M
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Annandale, NJ
Macmillan Financial LLC
J. M
CFA®
Far Hills, NJ
Manley Capital Management, LLC
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