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Taylor Lynn Kale

Investment Adviser Representative at PROFICIO CAPITAL PARTNERS LLC

Newton, MACRD #7197992Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
States Registered
1 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Massachusetts
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/9/2020

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Account minimum: $20,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Proficio Capital Partners LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PROFICIO CAPITAL PARTNERS LLCCurrent
1/14/2025 – Newton, MA
TWIN FOCUS CAPITAL PARTNERS, LLC
7/14/2023 – 8/19/2024Boston, MA
BOSTON FAMILY ADVISORS LLC
4/24/2020 – 3/6/2023Boston, MA

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at PROFICIO CAPITAL PARTNERS LLC

1 other advisor in the directory

Peter Walter Kronberg
Investment Adviser Representative
Investment Adviser Rep
View PROFICIO CAPITAL PARTNERS LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Taylor Lynn Kale 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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