Kyle Conley
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 Conley is an International Wealth Advisor with Merrill Lynch Wealth Management, where he has been providing financial services since 2005. He focuses on developing strategies to address the financial and investment needs of both individuals and companies, including private and public entities. Utilizing the resources available through Merrill Lynch and its strategic partners, Kyle works to manage clients’ assets and liabilities by crafting personalized wealth management plans tailored to their risk tolerance, time horizon, liquidity needs, and overall investment objectives.
Kyle holds a bachelor's degree in Economics from Boston College and has furthered his studies in international economics at the University of Melbourne in Australia. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE).
Residing in Syosset, NY with his wife and three children, Kyle is active in his church and local community. He maintains a commitment to the Merrill tradition of community involvement through volunteer work with local organizations.
Client services
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
Wealth management
Work history
Bank of America, N.A.
2011 - Present (15 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2005 - Present (21 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.
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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.
Matthew G
Series 66
Middletown, RI
Edward Jones
Leslie P
Series 66
Wakefield, RI
Edward Jones
Christopher H
Series 63, Series 66
Westerly, RI
Fidelity
Chris Henderson is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2022. In this role, he works closely with clients to develop personalized financial plans that address both their immediate needs and long-term objectives. Prior to this, Chris served as a Customer Relationship Advocate at Fidelity Investments from 2021 to 2022. Before joining Fidelity Investments, Chris gained experience in the home loans industry with Embrace Home Loans. His roles there included Loan Processor from 2018 to 2021, Construction Loan Product Manager from 2016 to 2018, and Trainer from 2013 to 2016. This background has contributed to his understanding of financial products and client service. Outside of his professional work, Chris enjoys family activities, social events with friends, hiking, spending time with pets, and skiing.
Michael P
CFP®, ChFC®, Series 63, Series 66
South Kingstown, RI
Edward Jones
Beth K
Series 66
South Kingstown, RI
Edward Jones
Ian D
CFP®, Series 66
Narragansett, RI
Edward Jones
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