Kyle Dagesse
Investment adviser representative at Charles Schwab & Co., Inc.
19 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
19 years in the industry.
- Charles Schwab & Co., Inc.Jul 2025 to now
- Charles Schwab Bank, SsbJul 2025 to now
- Fidelity InvestmentsJul 2022 to Jul 2025
- North Atlantic DistributionApr 2022 to May 2022
- La Masseria Restaurant GroupSep 2021 to May 2022
- Ri-dltFeb 2021 to Aug 2021
- Ri Department of Health/ri Air National GuardApr 2020 to Dec 2020
- University of Rhode IslandJan 2019 to Dec 2021
- Anytime FitnessNov 2017 to Oct 2018
- Community College of Rhode IslandSep 2017 to Jan 2019
- Rhode Island Air National GuardJul 2016 to Dec 2020
- Jalette ContractingJul 2016 to Dec 2016
- Maxx Fitness ClubsNov 2015 to Jan 2017
- Cowessett ConstructionJun 2006 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7606655
- Firm CRD
- 5393