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Kyle Philip Bransfield

EXOS ASSET MANAGEMENT LLC·PELHAM, New York
SIE, Series 63, Series 79Clean recordEXOS 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 63
Series 79
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
EXOS ASSET MANAGEMENT LLC
CRD 305706 · SEC 801-119726
AUM
$178M
Regulatory assets under management
Employees
28
2 client accounts
Services offered by EXOS ASSET MANAGEMENT LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at EXOS ASSET MANAGEMENT LLC →
Introduction

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04

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

Michael Forstl
NEW YORK, NY
Brady William Dougan
PELHAM, NY
Jacqueline Ann Neisch
NEW YORK, NY
Jill Wenzlaff Ostergaard
PELHAM, NY
Philippe Hatstadt
PELHAM, NY
Kenneth F Kroner
NEW YORK, NY

More Advisors in PELHAM, New York

Peter Early
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Jason Williams Hauf
EXOS ASSET MANAGEMENT LLC·PELHAM, NY

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