KL
Kyle Lortie
from Appleton Partners, Inc.
Kyle Lortie is a financial advisor based in Massachusetts, Boston,
with 14 years of experience. Kyle currently works for
Appleton Partners, Inc..
Kyle maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Kyle Lortie works at Appleton Partners, Inc.
Appleton Partners, Inc. is a financial advisory firm based in Boston, Massachusetts. It currently has approximately $12,143,424,588 of assets under management and employs about 58 people. Appleton Partners, Inc. uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
3 years
Fee structure
and a percentage of assets under your management
Office location
One Post Office Square, 5th Floor, Boston, Massachusetts, 2109
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