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Kyle Colwell

Kyle Colwell is a Financial Advisor at Private Advisor Group. In this role, he is responsible for managing client relationships, financial and retirement planning, investment management, and insurance planning. Kyle joined Private Advisor Group in 2011.

Kyle holds a Bachelor of Arts from the University of Vermont with an emphasis in History and Economics. He holds FINRA series 7, 66, and 24 securities registrations with LPL Financial as well as licenses in Life, Health, and Long-term Care Insurance.

Kyle is a board member at Preschool Advantage, an organization that funds preschool tuition for children whose families find it challenging to cover the high cost of preschool. He has served as Treasurer and Strategic Planning Chair for the organization. In addition, he is a board member at the Morristown Field Club.

Kyle lives in Basking Ridge, NJ with his wife and two children. Outside work Kyle enjoys spending time with family, fly fishing, and skiing.

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TOGETHER WE THRIVE

Our Team Has Expanded

Meet David Bogdanov, our newest Business Development Consultant. Experienced in guiding advisors to the right community, David also freelances as a graphic designer and marketing consultant. An adventure lover, he enjoys his kids’ sports events and activities like dirt biking, kitesurfing, and snowboarding.
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Securities offered through LPL Financial, member FINRA / SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial.

Barron’s “Top 100 RIA Firms” ranking is based on factors such as assets managed, technology spend, staff diversity, and succession planning. Investor experience and returns are not considered in this evaluation. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion in the ranking. Barron’s ranking was given on September 16, 2024 based on data from July 1, 2023 to June 30, 2024. This ranking is not indicative of future performance.

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