Unclaimed Profile

Kyle Jason Shoemaker

FIFTH AVENUE FAMILY OFFICE LLC·NAPLES, Florida

SIE, Series 7, Series 63, Series 65Clean record9 years registeredFIFTH AVENUE FAMILY OFFICE LLC

3003 TAMIAMI TRAIL NORTH, NAPLES, FL 34103CRD# 5983281Firm CRD# 122448

Profile Verification

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

Identity

Kyle Jason Shoemaker · NAPLES, FL

Registration

CRD #5983281 · FIFTH AVENUE FAMILY OFFICE LLC · 9 years registered

Brand Profile

Not yet started

Career History

FIFTH AVENUE FAMILY OFFICE

Nov 2019 – present

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Jul 2018 – Oct 2019

BOSTON, MA

STRATEGIC ADVISERS LLC

Aug 2016 – Jul 2018

NAPLES, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · August 31, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIFTH AVENUE FAMILY OFFICE LLC

CRD 122448 · SEC 801-61413

AUM

$633M

Regulatory assets under management

Employees

95 client accounts

Services offered by FIFTH AVENUE FAMILY OFFICE LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIFTH AVENUE FAMILY OFFICE LLC →

Introduction

Speak with Kyle

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kyle is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NAPLES?

Browse all registered financial advisors in NAPLES, Florida or claim this profile if it's yours.

Browse NAPLES Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kyle Jason Shoemaker offer?

Kyle Jason Shoemaker specializes in Financial Planning, Investment Management. Contact their office in NAPLES, Florida for a consultation.

What are Kyle Jason Shoemaker's credentials?

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

Where is Kyle Jason Shoemaker located?

Kyle Jason Shoemaker is based in NAPLES, Florida, working with FIFTH AVENUE FAMILY OFFICE LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.

How does Kyle Jason Shoemaker charge for services?

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

How large is FIFTH AVENUE FAMILY OFFICE LLC?

FIFTH AVENUE FAMILY OFFICE LLC has approximately 7 employees and manages $633M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →