Kyle Lombardo
Registered Client Administrative Manager @Steward Partners
Signup · Get unlimited contacts
WORK HISTORY
Registered Client Administrative Manager @Steward Partners
Portsmouth, NH, US
Steward Partners is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities are offered through Steward Partners Investment Solutions, LLC (SPIS), registered broker/dealer, Member FINRA/SIPC. Investment advisory services offered through Steward Partners Investment Advisory (SPIA), registered investment advisory. SPIS and SPIA are affiliates of Steward Partners Global Advisory, LLC.For important disclosure information, please see \"Disclosures\" page on our
EDUCATION
Suffolk University - Sawyer Business School
Bachelor of Business Administration - BBA, Business Econ
Suffolk University - Sawyer Business School
Minor, Sports Marketing
ABOUT KYLE LOMBARDO
As a Registered Client Administrative Manager at Steward Partners, I provide high-level support to both clients and advisors, ensuring seamless operations and exceptional service. Beyond administrative responsibilities, I actively contribute to the financial planning process—helping develop and implement strategies tailored to clients\' unique goals. My dual role allows me to bridge operational efficiency with personalized financial guidance. I\'m committed to delivering clarity, consistency, and care in every client interaction.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.