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KA

Kyle D. Abel

INVICTA CAPITAL LLC
OAKMONT, PA 15139
Some features on this profile are disabled
CRD#: 4484769
KA

Professional summary

Kyle D Abel, who also goes by Kyle Daniel Abel, is a registered financial professional currently at INVICTA CAPITAL LLC located in Oakmont, Pennsylvania.

Kyle is registered as a RR (Registered Representative) and started their career in finance in 2002. Kyle has worked at 11 firms and has passed the Series 63, Series 66, Series 65, SIE, Series 7, Series 82 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kyle Daniel Abel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kyle D Abel's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 12, 2025 - Present

INVICTA CAPITAL LLC

Office #1: 527 Cedar Way Suite 101, Oakmont, PA 15139
BD
CRD#: 288101
OAKMONT, PA
Past

December 20, 2023 - October 29, 2024

BA SECURITIES, LLC

BD
CRD#: 153489
NEW YORK, NY
Past

February 13, 2023 - January 4, 2024

KINGSWOOD CAPITAL PARTNERS, LLC

BD
CRD#: 288898
New York, NY
Past

July 22, 2022 - December 22, 2023

BRIARCLIFFE CREDIT PARTNERS, LLC

BD
CRD#: 313453
New York, NY
Past

January 31, 2022 - August 19, 2022

KINGSWOOD CAPITAL PARTNERS, LLC

BD
CRD#: 288898
New York, NY
Past

June 11, 2019 - December 23, 2021

FIRST AVENUE

BD
CRD#: 145860
NEW YORK, NY
Past

June 27, 2016 - June 10, 2019

TRITON PACIFIC CAPITAL, LLC

BD
CRD#: 40817
NEW YORK, NY
Past

May 30, 2014 - June 17, 2016

BERCHWOOD PARTNERS LLC

BD
CRD#: 108399
NEW YORK, NY
Past

April 21, 2008 - December 31, 2008

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

March 6, 2008 - December 31, 2008

BEAR STEARNS ASSET MANAGEMENT INC.

RIA
CRD#: 113359
NEW YORK, NY
Past

October 11, 2005 - April 24, 2008

WAYZATA INVESTMENT PARTNERS LLC

RIA
CRD#: 132046
BOSTON, MA
Past

January 1, 2002 - March 1, 2005

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(12/12/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 7/26/2014
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/29/2008
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 9/30/2005
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/29/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 82
Date: 5/30/2014
Limited Representative-Private Securities Offerings
Principal/Supervisory Exam
RR
Series 24
Date: 4/30/2021
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

IC
INVICTA CAPITAL LLC
INVICTA CAPITAL LLC

CRD#: 288101 / SEC#: , 8-69923

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
527 Cedar Way Suite 101, Oakmont, PA 15139
Mailing Address
527 Cedar Way Suite 101, Oakmont, PA 15139
Phone number
(412) 349-8684
Established
Pennsylvania since 07/14/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (36 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
INVICTA FINANCIAL GROUPHOLDING COMPANY
GIAMBRI, PHILIP MAYNARDSHAREHOLDER1182516
TEAL, GREGORY SCOTTSHAREHOLDER4768591
PEARSON, KRISTIN MARIECHIEF COMPLIANCE OFFICER4522677

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INVICTA CAPITAL LLC

CRD#: 288101Oakmont, PA 15139

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