Kyle Thomas, financial advisor Bellevue WA

Kyle Thomas

CRD Number: 6771574
Current Firm: Hightower Advisors, LLC

Kyle Thomas (CRD# 6771574) is an Investment Advisor Representative working at Hightower Advisors, LLC in Bellevue, WA and has over 9 years of experience in the finance industry. Kyle Thomas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hightower Advisors Chicago, IL Sep 2022 - Current 1
Highland Private Wealth Management Bellevue, WA Sep 2021 - Sep 2022 1
Pathstone Bellevue, WA Oct 2020 - Sep 2021 < 1
Cornerstone Advisors, Inc. Bellevue, WA Jun 2013 - Sep 2020 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for Kyle Thomas
Phone Number: 312-962-3800
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    105,230
    MILLIONS
  • Total Number of Accounts
    144,757
    ACCOUNTS
  • Average Account Value
    $726,944
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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