Kyle Joseph Elliott
Investment adviser representative at Commercial Trust Financial Services
34 yearsExperience
1 stateRegistered in
$204.1MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
34 years in the industry.
- Commercial Trust Financial ServicesMar 2026 to now
- LPL Financial LLCAug 2009 to now
- Commercial Trust CompanyJun 1992 to now
- Convergence Financial, LLCJun 2019 to May 2026
- Good Life Advisors, LLCOct 2018 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (MO).
Commercial Trust Financial Services
Legal name: Commercial Trust Wealth Management, LLC
$204.1MAssets managed
927Clients
5Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4059462
- Firm CRD
- 337704