Kyle Malavasi, CFP® is a Wealth Management Advisor with Main Street Wealth Management, LLC, a boutique wealth management firm based out of Bedminster, NJ. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), through the Certified Financial Planner Board of Standards. Kyle provides financial planning and investment advisory services to entrepreneurs, families, and successful individuals.
Kyle joined Main Street Wealth Management after spending four years as a financial advisor at Merrill Lynch in both the Bridgewater and Flemington offices in New Jersey, where he led business development initiatives. Kyle is a Registered Representative with LPL Financial, Member FINRA/SIPC, and a Licensed Insurance Consultant with a degree in Business Administration from Centenary University.
Kyle served as the captain of the Men’s Basketball team at Centenary, and has remained involved with the university by serving on the Alumni Association Executive Board. Kyle also volunteers as an Assistant Varsity Coach at Mendham High School for the Boy's Basketball program.
Kyle resides in Clinton, NJ with his wife Allie. He is an avid Giants fan and golfer, and enjoys experimenting in the kitchen with new recipes in his free time.
Licenses and Education: CFP® (Certified Financial Planner™) | Investment Advisor Representative with Private Advisor Group | Registered Representative with LPL Financial | FINRA - Series 7, Series 66 Registrations held with LPL | Life and Health Insurance Licensed | B.S. in Business Administration and Management from Centenary University
Private Advisor ADV Part 2B