Kyle Allen Schmidt
Investment Adviser Representative at BIP Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kyle Allen Schmidt is an investment adviser representative with BIP Wealth, LLC in Alpharetta, GA, where they have been registered since 2018. They have worked in the securities industry since 2014 and have been registered with 6 firms, including Suntrust Advisory Services, Inc. and Suntrust Investment Services, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Georgia.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Georgia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Suntrust Investment Services, Inc.May 2015 – Mar 2018Atlanta, GA
- Suntrust BANKMay 2015 – Mar 2018Atlanta, GA
- SunTrust Advisory ServicesSep 2016 – Mar 2018Atlanta, GA
- BIP Wealth, LLCApr 2018 – no end date reportedAtlanta, GA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About BIP Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
- Less than $2,000,0000.60%
- $2,000,000 to $10,000,0000.50%
- $10,000,000 and above0.40%
- BIP Institutional Reserve $250,000 - $24,999,9990.25%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 62
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Atlanta, GA
- SEC file number:
- 801-68882
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
View full firm profileOther advisors at BIP Wealth, LLC
Showing 12 of 62 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kyle Allen Schmidt has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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