Kyle S Cady
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
Are you Kyle S Cady? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
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
10 years in the industry.
- Raymond James Financial Services Advisors, IncJan 2026 to now
- Raymond James & Associates, Inc.Nov 2025 to now
- Raymond James Financial Services, Inc.Nov 2025 to now
- Avantax Investment Services IncOct 2024 to Sep 2025
- Cetera Advisors LLCNov 2023 to Nov 2025
- Cetera Financial Specialists LLCNov 2023 to Nov 2025
- Cetera Investment Services LLCNov 2023 to Nov 2025
- Cetera Wealth Services, LLCNov 2023 to Nov 2025
- The Vanguard Group, Inc.Sep 2020 to Oct 2023
- Waste ManagementMar 2020 to Aug 2020
- Rainbow RydersFeb 2020 to Mar 2020
- Arizona Baptist Children's ServicesApr 2019 to Jan 2020
- The Lodge At Ventana CanyonJun 2017 to Apr 2019
- The Navigators Collegiate StaffMay 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7292764
- Firm CRD
- 149018