Arthur M. Cohen & Associates
47yrs
Top advisor by experience in Northbrook
11yrs
Kyle Porter
Financial advisor at Merrill
Kyle Porter has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Northbrook, Illinois. Kyle has been with Merrill since 2016. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 313 advisors with offices in Northbrook, and one of 295 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
Office1033 Skokie Blvd, Northbrook, IL 60062
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowMerrillCurrent firm
Contact Kyle
1033 Skokie BlvdNorthbrook, IL 60062Office · Get directions Firm main line(800) 637-7455Headquarters: Merrill · New York, NY
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Questions to ask Kyle
Tailored to Kyle’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kyle
How do I contact Kyle?
Call Merrill at (800) 637-7455 and ask for Kyle Porter. Kyle works from the Northbrook, IL office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Kyle hold?
Series 66. Tap any license on this page to see what it allows.
Is Kyle a fiduciary?
Kyle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kyle paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Kyle for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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