Kyle Crilow: Canopy Road Advisor Faces Suitability Complaint

A recent investor complaint against Tallahassee, Florida financial advisor Kyle Crilow (CRD# 6715311) alleges that his conduct resulted in losses. Financial Industry Regulatory Authority records show that he is a broker and an investment advisor with Wells Fargo, as well as a representative of Canopy Road Advisors.

Mr. Crilow’s BrokerCheck report discloses one investor complaint. Filed in June 2024, it alleges that as a representative of Wells Fargo Advisors, he unsuitably repositioned the customer’s portfolio, resulting in losses. The pending complaint alleges unspecified damages.

Canopy Road Advisors’ website includes a page describing its advisors’ commitment to their clients. “We work hard to serve our clients’ best interests through careful planning and transparent actions,” it states. “When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.”

According to the Financial Industry Regulatory Authority, Kyle Crilow holds seven years of securities industry experience. Based in Tallahassee, Florida, he has been registered as a broker and an investment advisor with Wells Fargo Advisors since 2022. His past registrations include Wells Fargo Clearing Services (Tallahassee,  Florida; 2017-2022) and Lincoln Investment (Fort Washington, Pennsylvania and Jacksonville Beach, Florida; 2016-2017). His credentials include the passage of three securities industry qualifying exams: the General Securities Representative Examination, or Series 7; the Securities Industry Essentials Examination, or SIE; and the Uniform Combined State Law Examination, or Series 66. He holds 33 state licenses. (Information current as of June 30, 2024.)

Carlson Law represents investors throughout the United States in claims against financial advisors and investment firms. If you or a loved one have suffered investment losses, please call us at 888-976-6111 or complete our contact form for a free and confidential consultation.