Kyle D. Smith, Cfp®
AeroLeads people directory · profile

Kyle D. Smith, Cfp® Email & Phone Number

Senior Financial Advisor, Senior Vice President - Investments at Wells Fargo Advisors at Wells Fargo Advisors
Location: Ridgewood, New Jersey, United States 9 work roles 1 school
LinkedIn matched
✓ Verified August 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Wells Fargo Advisors
Role
Senior Financial Advisor, Senior Vice President - Investments at Wells Fargo Advisors
Location
Ridgewood, New Jersey, United States
Company size
15127 employees

Who is Kyle D. Smith, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Kyle D. Smith, Cfp® is listed as Senior Financial Advisor, Senior Vice President - Investments at Wells Fargo Advisors at Wells Fargo Advisors, a with 15127 employees, based in Ridgewood, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Kyle D. Smith, Cfp®.

Kyle D. Smith, Cfp® previously worked as Senior Financial Advisor, Senior Vice President - Investments at Wells Fargo Advisors and Vice President, Financial Consultant at Fidelity Investments. Kyle D. Smith, Cfp® holds Bachelor Of Business Administration - Bba, Finance, General from Loyola University Maryland.

Company email context

Email format at Wells Fargo Advisors

This section adds company-level context without repeating Kyle D. Smith, Cfp®'s masked contact details.

Wells Fargo Advisors

Review company-level records connected to Kyle D. Smith, Cfp® before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Kyle D. Smith, Cfp®

This information is intended for use by residents of CA, DC, FL, MA, NC, NH, NJ, NY, PA, SC and VT only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Current workplace

Kyle D. Smith, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Wells Fargo Advisors
Wells Fargo Advisors
Senior Financial Advisor, Senior Vice President - Investments at Wells Fargo Advisors
st. louis, missouri, united states
Website
wellsfargoadvisors.com
Employees
15127
AeroLeads page
Company profile
View company profile Email format
9 roles

Kyle D. Smith, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Financial Advisor, Senior Vice President - Investments

Current
Wells Fargo Advisors

Ridgewood, New Jersey, United States

Jan 2023 - Present

Vice President, Financial Consultant

Fidelity Investments

Paramus, New Jersey, United States

May 2019 - Jan 2023

Investment Counselor

T. Rowe Price

Paramus, New Jersey, United States

May 2012 - May 2013

Investment Specialist

T. Rowe Price

Owings Mills, Maryland, United States

Dec 2011 - May 2012

Retirement Specialist

T. Rowe Price

Owings Mills, Maryland, United States

Apr 2010 - Dec 2011

Financial Advisor

Waddell & Reed

Owings Mills, Maryland, United States

May 2009 - Feb 2010
Team & coworkers

Colleagues at Wells Fargo Advisors

Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →

KB Kara Bellovich Kara Bellovich Colleague at Wells Fargo AdvisorsSt Louis, Missouri, United States View → KM Ken Masters Ken Masters Colleague at Wells Fargo AdvisorsMinneapolis, Minnesota, United States View → AC Alannah Chartier Alannah Chartier Colleague at Wells Fargo AdvisorsDallas-Fort Worth Metroplex, United States View → KS Keyur Shah Keyur Shah Colleague at Wells Fargo AdvisorsIceland View → LC Lamar Carolyn Lamar Carolyn Colleague at Wells Fargo AdvisorsSt Louis, Missouri, United States View → MJ Matthew J. Sotland, Cfp® Matthew J. Sotland, Cfp® Colleague at Wells Fargo AdvisorsBuffalo-Niagara Falls Area, United States View → HS Helen Swift-Dovel Helen Swift-Dovel Colleague at Wells Fargo AdvisorsGreater Charlottesville Area, United States View → RR Robert R Martin Robert R Martin Colleague at Wells Fargo AdvisorsVictoria, Texas, United States View → CF Christine Forristall Christine Forristall Colleague at Wells Fargo AdvisorsWalnut Creek, California, United States View → CG Craig Gayhardt Craig Gayhardt Colleague at Wells Fargo AdvisorsBaltimore, Maryland, United States View →
1 education record

Kyle D. Smith, Cfp® education

FAQ

Frequently asked questions about Kyle D. Smith, Cfp®

Quick answers generated from the profile data available on this page.

What company does Kyle D. Smith, Cfp® work for?

Kyle D. Smith, Cfp® works for Wells Fargo Advisors.

What is Kyle D. Smith, Cfp®'s role at Wells Fargo Advisors?

Kyle D. Smith, Cfp® is listed as Senior Financial Advisor, Senior Vice President - Investments at Wells Fargo Advisors at Wells Fargo Advisors.

Where is Kyle D. Smith, Cfp® based?

Kyle D. Smith, Cfp® is based in Ridgewood, New Jersey, United States while working with Wells Fargo Advisors.

What companies has Kyle D. Smith, Cfp® worked for?

Kyle D. Smith, Cfp® has worked for Wells Fargo Advisors, Fidelity Investments, T. Rowe Price, and Waddell & Reed.

Who are Kyle D. Smith, Cfp®'s colleagues at Wells Fargo Advisors?

Kyle D. Smith, Cfp®'s colleagues at Wells Fargo Advisors include Kara Bellovich, Ken Masters, Alannah Chartier, Keyur Shah, and Lamar Carolyn.

How can I contact Kyle D. Smith, Cfp®?

You can use AeroLeads to view verified contact signals for Kyle D. Smith, Cfp® at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.

What schools did Kyle D. Smith, Cfp® attend?

Kyle D. Smith, Cfp® holds Bachelor Of Business Administration - Bba, Finance, General from Loyola University Maryland.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.