Unclaimed Profile

Kyle Janice Smith

POLYMATH FINANCIAL, LLC·ORLANDO, Florida

SIE, Series 7, Series 24, Series 66Clean record19 years registeredPOLYMATH FINANCIAL, LLC

2305 EDGEWATER DR, ORLANDO, FL 32804CRD# 5035179Firm CRD# 317704

Profile Verification

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

Identity

Kyle Janice Smith · ORLANDO, FL

Registration

CRD #5035179 · POLYMATH FINANCIAL, LLC · 19 years registered

Brand Profile

Not yet started

Career History

POLYMATH FINANCIAL, LLC

Apr 2022 – present

LPL FINANCIAL LLC

Dec 2019 – Mar 2022

ALTAMONTE SPRINGS, FL

CETERA ADVISORS LLC

Feb 2015 – Dec 2019

MAITLAND, FL

CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

Jul 2013 – Mar 2015

WINTER PARK, FL

BB&T INVESTMENT SERVICES, INC.

Jan 2009 – Jun 2013

ORLANDO, FL

BB&T INVESTMENT SERVICES, INC.

Nov 2006 – Dec 2008

ORLANDO, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · November 6, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

POLYMATH FINANCIAL, LLC

CRD 317704 · SEC 801-123340

Employees

Total firm employees

Services offered by POLYMATH FINANCIAL, LLC

Per Form ADV

Financial planning

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at POLYMATH FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Kyle Janice Smith offer?

Kyle Janice Smith specializes in Financial Planning. Contact their office in ORLANDO, Florida for a consultation.

What are Kyle Janice Smith's credentials?

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

Where is Kyle Janice Smith located?

Kyle Janice Smith is based in ORLANDO, Florida, working with POLYMATH FINANCIAL, LLC. Their office serves clients in the ORLANDO metropolitan area and surrounding communities.

How does Kyle Janice Smith charge for services?

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

How large is POLYMATH FINANCIAL, LLC?

POLYMATH FINANCIAL, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

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