Kyle Jason Shoemaker
Investment adviser representative at Fifth Avenue Family Office
14 yearsExperience
1 stateRegistered in
$1.4BFirm assets
24 yearsFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Fifth Avenue Family OfficeOct 2019 to now
- Fidelity Personal and Workplace AdvisorsJul 2018 to Oct 2019
- Fidelity Brokerage Services, LLCJun 2012 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
Fifth Avenue Family Office
Legal name: Fifth Avenue Family Office LLC
$1.4BAssets managed
9Clients
4Advisers
24 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
- 5983281
- Firm CRD
- 122448