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Kyle Macrina

Advisor at Private Advisor Group, LLC

Updated today

Location

Dunmore, PA

Credentials

Series 66

Industry experience

5 years

About

Kyle Macrina is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial, McLaughlin Asset Management, Lincoln Financial Advisors Corporation, and JP Morgan Chase & Co. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Client services

Based on Private Advisor Group, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Solicitation/referral

Occupation focus

Based on Private Advisor Group, LLC

Retired Founder/Business Owner

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Fee options

Fixed

Registrant can agree to charge a flat fee for specific services or periods, negotiated with clients.

Percentage

Negotiable up to 2.00% annually

Commissions

Certain IARs are registered representatives of LPL and may receive commissions on securities or insurance products sold; commissions vary.

Project-based

Financial planning and consulting fees generally range from $150 to $400 per hour, negotiable.

Other

Minimum fee: Registrant generally does not require an annual minimum fee or asset level for investment advisory services but can set an annual minimum fee or lesser fee at its discretion. Fee-only: Financial planning and consulting fees negotiable on a fixed fee basis or hourly rate basis, generally ranging from $150 to $400 per hour.

Location

Dunmore, PA

Most active in

Pennsylvania

Work history

Private Advisor Group

2025 - Present (1 year)

LPL Financial, llc

2021 - Present (5 years)

McLaughlin Asset Management

2021 - 2025 (4 years)

Lincoln Financial Advisors Corporation

2021 - 2021 (1 year)

JP Morgan Chase & Co.

2016 - 2021 (5 years)

Private Advisor Group, LLC

2016 - 2016 (1 year)

LPL Financial (Financial Planning Associates, LLC)

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Matthew P

Series 65

Wilkes Barre, PA

Brookstone Wealth Advisors, LLC

The first half of my career was working in the healthcare industry. I earned a Bachelor of Science degree in Health Care Administration and a Master of Health Administration degree. Both degrees were earned from King's College, Wilkes Barre, PA. I'm also a licensed insurance agent and registered as an investment advisor representative with Brookstone Wealth Advisors. Aside from my healthcare skills transferring into financial advising, I listen to my clients without the hard selling.

General retirement planning Retirement income strategy Income planning Annuities Roth conversion strategy Educators, Teachers, and Academics Entertainment Industry Approaching retirement Young Professionals HENRY (High Earners, Not Rich Yet) Retired
user avatar

Jon F

CFP®, Series 63, Series 65

Blakely, PA

Flynn Financial, LLC

Jon Flynn is a CFP® professional with 25 years of experience in the financial services industry. He is the principal advisor at Flynn Financial, LLC, a firm he has led since 2011, and has also been associated with Securities America Advisors and Securities America, Inc. since 2000. Outside of financial advising, Flynn co-owns a life insurance business with his wife and serves as president of an LLC that owns an office building. Flynn Financial, LLC advises individuals, high-net-worth clients, and small businesses on retirement plan design and administration. The firm provides portfolio management and comprehensive financial planning, tailoring strategies to clients’ goals and risk profiles through a variety of investment techniques and both discretionary and non-discretionary management arrangements.

Options & derivatives strategies College savings (529s, UTMA, etc.) Retirement income strategy
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Shane K

Series 65

Wyoming, PA

Invictus Financial Services

Shane Kreller is the principal of Invictus Financial Services and holds a Series 65 license. He has worked at Invictus Financial Services since 2021 and has been involved with Northeast Courier Service since 2012. Outside of his advisory role, he is affiliated with non-investment enterprises in hospitality and construction. Invictus Financial Services provides investment advisory and financial planning services to individuals and high-net-worth clients, using a process based on fundamental analysis supplemented by technical analysis and third-party research. The firm offers portfolio construction, asset allocation, and planning services on both discretionary and non-discretionary bases.

Business sale tax planning Business succession planning
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Edward G

Series 63, Series 65

Scranton, PA

Northeast Advisory Group, LLC

Edward Gilmartin is a financial advisor with Northeast Advisory Group, LLC in Scranton, PA, holding Series 63 and Series 65 licenses with 34 years of industry experience. Prior to joining Northeast Advisory Group in 2019, he worked at Peoples Security Bank and LPL Financial. He is also involved with Northeast Benefit Administrators, LLC as a benefit consultant and insurance agent. Northeast Advisory Group provides investment advice to individuals, including high-net-worth clients, and retirement plans, offering asset management, consulting, participant education, and referrals to third-party money managers. The firm emphasizes mutual funds and uses the Fi360 Fiduciary Score for due diligence in its investment selection.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General retirement planning Founder/Business Owner
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Clare K

Series 66

Clarks Green, PA

Stone Securities Inc.

Clare Kull is a financial advisor at Stone Securities Inc. with 12 years of industry experience. She holds a Series 66 designation and has worked at Leigh Baldwin & Co., LLC since 2013. Stone Securities provides discretionary asset management and investment advice to individuals, trusts, estates, and small corporations. The firm employs an active management approach combining fundamental, technical, and charting analysis, incorporating the CAN SLIM methodology for stock selection, with regular account reviews and discretionary authority across growth, balanced, and bond portfolios.

Active portfolio management Options & derivatives strategies
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Cade B

CFP®, Series 63, Series 65

West Pittston, PA

Park Lane Financial Group LLC

Cade Bekanich is a CFP® professional with three years of industry experience, currently serving at Park Lane Financial Group LLC. His prior experience includes roles at LPL Financial and George J. Appel. Bekanich is also a licensed notary in Dunmore, PA. Park Lane Financial Group LLC provides discretionary investment management and financial planning primarily to individual clients, employing fundamental analysis, Monte Carlo planning, and cyclical analysis to construct portfolios. The firm typically manages accounts on a discretionary basis and offers additional services including insurance products through a licensed practice.

Retirement income strategy Cash flow / budgeting Long-term care insurance Tax-loss harvesting Founder/Business Owner Mid-Career Professionals Approaching retirement
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