Unclaimed Profile

Kyle Lee Malmstrom

CCG WEALTH MANAGEMENT, LLC·SAN DIEGO, California

Series 6, Series 7, Series 55, Series 63, Series 65Clean record18 years registeredCCG WEALTH MANAGEMENT, LLC

12255 EL CAMINO REAL, SAN DIEGO, CA 92130CRD# 2880036Firm CRD# 296985

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kyle Lee Malmstrom · SAN DIEGO, CA

Registration

CRD #2880036 · CCG WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CCG WEALTH MANAGEMENT, LLC

CENTURA WEALTH ADVISORY

Jun 2018 – Mar 2025

SAN DIEGO, CA

DANIEL WEALTH ADVISORS

Mar 2018 – Nov 2018

San Diego, CA

DANIEL WEALTH ADVISORS

Jan 2015 – Dec 2017

SAN DIEGO, CA

DANIEL WEALTH ADVISORS

Dec 2013 – Dec 2014

SAN DIEGO, CA

FIRST ALLIED ADVISORY SERVICES, INC.

Sep 2012 – Sep 2012

SAN DIEGO, CA

CENTARA CAPITAL MANAGEMENT GROUP, INC.

Nov 2007 – Dec 2013

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 55

Series 63

Series 65

Registration record

First registered · November 2, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CCG WEALTH MANAGEMENT, LLC

CRD 296985 · SEC 801-113284

AUM

$643M

Regulatory assets under management

Employees

1,425 client accounts

Services offered by CCG WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CCG WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Kyle Lee Malmstrom offer?

Kyle Lee Malmstrom specializes in Financial Planning, Investment Management.

What are Kyle Lee Malmstrom's credentials?

Kyle Lee Malmstrom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kyle Lee Malmstrom located?

Kyle Lee Malmstrom is based in SAN DIEGO, California, last registered with CCG WEALTH MANAGEMENT, LLC.

How does Kyle Lee Malmstrom charge for services?

Kyle Lee Malmstrom's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CCG WEALTH MANAGEMENT, LLC?

CCG WEALTH MANAGEMENT, LLC has approximately 39 employees and manages $643M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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