Kyle Mason Kadish
Investment adviser representative at Allworth Financial, L.P.
16 yearsExperience
1 stateRegistered in
$33.6BFirm assets
19 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Allworth Financial, L.P.Oct 2025 to now
- Aw SecuritiesOct 2025 to now
- Clinch Sports AppOct 2025 to now
- Fancity, Inc.Apr 2022 to now
- Fidelity InvestmentsMar 2023 to Oct 2023
- Clinch Sports, Inc.Apr 2022 to Oct 2025
- Bragcity Sports Inc.Apr 2022 to Mar 2023
- Goldman Sachs Ayco Personal Financial ManagementJun 2021 to Apr 2022
- StudentAug 2017 to Jun 2021
- ColledgeAug 2016 to Nov 2017
- 2nd Opinion PartnersJun 2016 to Jul 2020
- The Grail ProjectJan 2015 to Jan 2018
- StudentAug 2010 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
Allworth Financial, L.P.
$33.6BAssets managed
29,297Clients
319Advisers
19 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
- 6821949
- Firm CRD
- 111167