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Kyle Philip Bransfield

EXOS ASSET MANAGEMENT LLC·PELHAM, New York
EXOS ASSET MANAGEMENT LLC
1023 ESPLANADE, PELHAM, NY 10803CRD# 4796749Firm CRD# 305706

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kyle Philip Bransfield · PELHAM, NY
Registration
CRD #4796749 · EXOS ASSET MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Kyle Philip Bransfield is a registered financial advisor based in PELHAM, New York, affiliated with EXOS ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
EXOS ASSET MANAGEMENT LLC
EXOS ASSET MANAGEMENT LLC
AUM
$178M
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at EXOS ASSET MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4796749
Firm CRD# 305706
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kyle Philip Bransfield offer?
Kyle Philip Bransfield specializes in Retirement Planning. Contact their office in PELHAM, New York for a consultation.
What are Kyle Philip Bransfield's credentials?
Kyle Philip Bransfield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kyle Philip Bransfield located?
Kyle Philip Bransfield is based in PELHAM, New York, working with EXOS ASSET MANAGEMENT LLC. Their office serves clients in the PELHAM metropolitan area and surrounding communities.
How does Kyle Philip Bransfield charge for services?
Kyle Philip Bransfield's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EXOS ASSET MANAGEMENT LLC?
EXOS ASSET MANAGEMENT LLC has approximately 28 employees and manages $178M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EXOS ASSET MANAGEMENT LLC

Jonathan Kerner
NEW YORK, NY
Robert L Basso
NEW YORK, NY
Brady William Dougan
PELHAM, NY
Jacqueline Ann Neisch
NEW YORK, NY
Jill Wenzlaff Ostergaard
PELHAM, NY
Kenneth F Kroner
NEW YORK, NY

More Advisors in PELHAM, New York

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D Neil Radey
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Philippe Hatstadt
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Richard C Veith
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Jason Williams Hauf
EXOS ASSET MANAGEMENT LLC·PELHAM, NY
Peter Early
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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