Kyle Kadish, financial advisor Windham NH

Kyle Kadish

CRD Number: 4864706
Current Firm: Ibn Financial Services, Inc.

Kyle Kadish (CRD# 4864706) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Windham, NH and has over 17 years of experience in the finance industry.

Similar Advisors
Cynthia Pellegrino, financial advisor Windham NH
Cynthia Pellegrino
CRD# 4257163
Prosperity Wealth Management, Inc.
Similar Advisors
Peter Canniff, financial advisor Windham NH
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
Stephen Mathieu, financial advisor Windham NH
Stephen N. Mathieu
CRD# 1350047
Legacy Financial Solutions, Inc.
Company Name Location Dates Years
Ibn Financial Services, Inc. Liverpool, NY Oct 2023 - Current < 1
Advantage Wealth Solutions Windham, NH Jul 2018 - Current 5
Trust Advisory Group, Ltd Woburn, MA Apr 2017 - Current 6
Ages Financial Services, Ltd. Woburn, MA Apr 2017 - Oct 2023 6
Provasi Capital Partners Dallas, TX Jun 2014 - Jan 2017 2
Natixis Global Associates Boston, MA Oct 2007 - May 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2006
Contact Info for Kyle T. Kadish
Phone Number: 315-652-4426
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    163
    MILLIONS
  • Total Number of Accounts
    830
    ACCOUNTS
  • Average Account Value
    $196,459
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, FL, ID, KS, KY, LA, MA, MD, NE, NJ, NY, OR, PA, RI, TN, TX, VA, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.