Kyle Donald Dennehy
Investment adviser representative at California Financial Advisors
11 yearsExperience
1 stateRegistered in
$2.3BFirm assets
28 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- California Financial AdvisorsJul 2022 to now
- KpmgSep 2019 to Jun 2022
- UnemployedJun 2019 to Sep 2019
- KpmgJun 2018 to Aug 2018
- California Financial AdvisorsSep 2017 to Sep 2017
- Mustang Soccer LeagueJun 2017 to Sep 2017
- University of California, Santa BarbaraSep 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
California Financial Advisors
Legal name: Maloon, Powers, Pitre, Higgins & Dennehy, LLC
$2.3BAssets managed
1,525Clients
15Advisers
28 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
- 6678088
- Firm CRD
- 110152