Skip to content

Kyle Thomas Kadish

Investment adviser representative at Revere Wealth Management LLC
12 yearsExperience
5 statesRegistered in
$78.3MFirm assets
9 yearsFirm in business

Are you Kyle Thomas Kadish? Claim your profile

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.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Revere Wealth Management LLCJan 2026 to now
  2. Revere Securities LLCJan 2026 to now
  3. Investment Research Services, LLCSep 2023 to now
  4. Advantage Wealth SolutionsJul 2018 to now
  5. Ibn Financial Services, Inc.Oct 2023 to Jan 2026
  6. Ages Financial Services, Ltd.Apr 2017 to Oct 2023
  7. Trust Advisory Group, LtdApr 2017 to Oct 2023
  8. Provasi Capital PartnersJun 2014 to Jan 2017

Exams passed

  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 5 states (MA, NH, NY, TX, VT).

Revere Wealth Management LLC

$78.3MAssets managed
101Clients
6Advisers
9 yearsIn 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
4864706
Firm CRD
170560
Advisor's SEC record (opens in a new tab)
CallContact this firm