Kyle Langevin
Advisor at Ivy & Co.
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.
Firm
Ivy & Co.
Location
South Glastonbury, CT 06073
Credentials
CFP®, Series 66
Industry experience
4 years
About
Kyle Langevin is a CFP® and holds a Series 66 license with four years of industry experience. He is the principal of Ivy & Co., where he has worked since 2024, after roles at Citizens Securities and Commonwealth Financial Network. Outside of advisory work, he operates a sole proprietorship focused on insurance sales and service. Ivy & Co. provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and plan sponsors. The firm employs a multi-faceted investment approach including fundamental, technical, and macro analysis, and offers services such as margin and options trading, rebalancing, and tax-loss harvesting.
Expertise
Based on Ivy & Co.
Retirement income strategy
Income planning
Long-term care insurance
Equity compensation tax strategy
Tax-loss harvesting
Fee options
Full financial plan fees charged as fixed fees between $500 and $38,000 based on complexity; ongoing financial planning fees charged as fixed annual fees (ranges $600 to $8,400) paid monthly in advance.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.75% Over $10,000,000+: Negotiable
Advisors receive commissions from sales of insurance products as licensed insurance agents, compensation varies by product and premium size.
Account minimum: $400,000 (may be lowered or waived in certain instances) Fee-only: Financial planning fixed fees: $500 to $38,000 for full plans; ongoing financial planning annual fees $600 to $8,400 paid monthly in advance.
Location
931 Main St., Unit #3
South Glastonbury, CT 06073
Most active in
Kyle L has reported serving >5 clients in these states in the last 12 months.
Connecticut · Massachusetts
Work history
Ivy Capital LLC dba Ivy & Co
2024 - Present (2 years)
Ivy Capital LLC dba Ivy & Co
2024 - Present (2 years)
Citizens Securities
2022 - 2024 (2 years)
Unemployed
2022 - 2022 (1 year)
Kyle Langevin, Sole Proprietor
2021 - Present (5 years)
Commonwealth Financial Network
2020 - 2022 (2 years)
CIG Private Wealth Management
2018 - 2022 (4 years)
Student
2014 - 2022 (8 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.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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