Kyle Ross Sabdo
Investment adviser representative at Stillwater Capital Management
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$102.5MFirm assets
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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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Stillwater Capital ManagementAug 2023 to now
- Bank of America, N.A.Jul 2015 to Aug 2023
- MerrillJul 2014 to Aug 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2014 to Aug 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Stillwater Capital Management
Legal name: Stillwater Capital Management, Corp
$102.5MAssets managed
126Clients
3Advisers
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
- 6371247
- Firm CRD
- 313075