Kyle Appelbaum, financial advisor Gig Harbor WA

Kyle Appelbaum

CRD Number: 6773430
Current Firm: Abraham & Company, Inc.

Kyle Appelbaum (CRD# 6773430) is an Investment Advisor Representative working at Abraham & Company, Inc. in Gig Harbor, WA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Abraham & Company, Inc. Spokane Valley, WA Jul 2021 - Current 2
Abraham & Company, Inc. Spokane Valley, WA Jun 2021 - Current 2
U.s. Bancorp Investments, Na Spokane, WA Jul 2019 - Jun 2021 1
U.s. Bank Na Spokane, WA Jul 2015 - Jul 2019 4
Safeway Pleasanton, CA Feb 2015 - May 2015 < 1
Amador Valley High School Pleasanton, CA Jun 2013 - Feb 2015 1
Student Pleasanton, CA Jul 2011 - Feb 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2017
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Kyle D. Appelbaum
Phone Number: (253) 851-7486
Registered State(s):
  • CA
  • ID
  • UT
  • WA
Current Firm Details
Abraham & Company, Inc.
Firm's CRD Number: 299085
By the Numbers
  • Total Assets Under Management
    109
    MILLIONS
  • Total Number of Accounts
    1,075
    ACCOUNTS
  • Average Account Value
    $101,395
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AZ, CA, ID, IL, IN, TX, UT, WA

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