Commonwealth Financial Network
44yrs
Top advisor by experience in Marlborough
3yrs
Kyle Mannion
Financial advisor at Mannion Money Advisory
Kyle Mannion is a fiduciary financial advisor in Marlborough, Massachusetts, with 3 years in the industry. Kyle joined Mannion Money Advisory in 2024, a firm offering financial planning and investment management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 37 advisors with offices in Marlborough, and one of 34 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office67 Forest St Suite 350-08, Marlborough, MA 01752
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Mannion Money Advisory
Financial planningInvestment management for individuals and small businessesOther 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 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowMannion Money AdvisoryCurrent firm
Contact Kyle
(888) 860-1760Mannion Money Advisory main office 67 Forest St Suite 350-08Marlborough, MA 01752Office · Get directions
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Questions to ask Kyle
Tailored to Kyle’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- 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 Mannion Money Advisory at (888) 860-1760 and ask for Kyle Mannion. Kyle works from the Marlborough, MA office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Kyle hold?
Series 65. 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?
Mannion Money Advisory reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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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