Kyle Logan Otis
Investment adviser representative at Greenway Financial, LLC
11 yearsExperience
1 stateRegistered in
$151.4MFirm 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 assetsFixed 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.
- Greenway Financial, LLCJul 2022 to now
- Greenway Financial, LLCMar 2022 to Jun 2022
- Canterra, LLCJun 2021 to Feb 2022
- United Wholesale MortgageNov 2020 to May 2021
- Noho HospitailityJun 2019 to Oct 2020
- University of MichiganAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MI).
Greenway Financial, LLC
$151.4MAssets managed
244Clients
3Advisers
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
- 7584545
- Firm CRD
- 288864