Kyle Moles
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.
Firm
Merrill
Location
Dallas, TX 75201
Credentials
Series 63, Series 65
Industry experience
19 years
About
Kyle Moles is a Private Wealth Advisor at Merrill Private Wealth Management. He co-founded a boutique wealth management practice within Merrill, focusing on delivering comprehensive value to the families he serves beyond investment management. Kyle has spent his career advising families on personal financial matters, including tax-efficient investing, opportunistic lending, wealth transfer strategies, and philanthropy. His practice primarily serves current and former business owners and families with concentrated equity positions. Before joining Merrill, Kyle was an advisor at J.P. Morgan's Private Bank.
Kyle holds a Bachelor's degree from Missouri State University and has obtained FINRA Series 6, 7, 63, and 65 registrations. He is a Personal Investment Advisor (PIA). Along with his wife Kelli, Kyle supports Missouri State and Harvard Business School, and they are active in community and global aid efforts. They founded the non-profit Project Spark, which supports aid initiatives in impoverished areas worldwide. Kyle has also served on the board of UNICEF's Midwest chapter.
Kyle is married with five children. He has traveled to over 50 countries and enjoys outdoor activities such as boating, fishing, and running.
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
Concentrated stock management
Wealth management
Business ownership considerations
Inheritance planning
Charitable giving & philanthropy
Occupation focus
Founder/Business Owner
Demographic focus
Parents
Work history
bank of america, NA
2017 - Present (9 years)
Merrill lynch, pierce, Fenner & Smith incorporated
2017 - Present (9 years)
JPMorgan Chase BANK
2011 - 2017 (6 years)
J.P. Morgan Securities Llc
2011 - 2017 (6 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:
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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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