Kyle Spencer Fulton
Investment adviser representative at Seneca Private Wealth, LLC
12 yearsExperience
1 stateRegistered in
$29.9MFirm assets
1 yearFirm 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
- Pension consulting
Experience
12 years in the industry.
- Seneca Private Wealth, LLCJan 2025 to now
- Fulton ManagementJun 2018 to now
- LPL Financial LLCMay 2023 to Jan 2025
- FinwellJan 2021 to May 2023
- University of OregonJun 2014 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Seneca Private Wealth, LLC
$29.9MAssets managed
37Clients
5Advisers
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
- 7400736
- Firm CRD
- 334161