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Kyle Montgomery Hartley

LONE STAR VALUE MANAGEMENT, LLC·OLD GREENWICH, Connecticut
Series 7, Series 27, Series 63Clean recordLONE STAR VALUE MANAGEMENT, LLC
53 FOREST AVENUE, OLD GREENWICH, CT 06870CRD# 2860801Firm CRD# 169836

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kyle Montgomery Hartley · OLD GREENWICH, CT
Registration
CRD #2860801 · LONE STAR VALUE MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 7
Series 27
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
LONE STAR VALUE MANAGEMENT, LLC
CRD 169836 · SEC 801-88193
AUM
$111M
Regulatory assets under management
Employees
5
4 client accounts
Services offered by LONE STAR VALUE MANAGEMENT, LLC
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at LONE STAR VALUE MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does Kyle Montgomery Hartley offer?
Kyle Montgomery Hartley specializes in Retirement Planning, Wealth Management. Contact their office in OLD GREENWICH, Connecticut for a consultation.
What are Kyle Montgomery Hartley's credentials?
Kyle Montgomery Hartley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kyle Montgomery Hartley located?
Kyle Montgomery Hartley is based in OLD GREENWICH, Connecticut, working with LONE STAR VALUE MANAGEMENT, LLC. Their office serves clients in the OLD GREENWICH metropolitan area and surrounding communities.
How does Kyle Montgomery Hartley charge for services?
Kyle Montgomery Hartley's firm is compensated through percentage of aum, performance-based fees, other: performance based allocation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LONE STAR VALUE MANAGEMENT, LLC?
LONE STAR VALUE MANAGEMENT, LLC has approximately 5 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jeffrey Edward Eberwein
OLD GREENWICH, CT

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