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Kyle D Abel

INVICTA CAPITAL
OAKMONT, PA
·CRD# 4484769·24 years experience

Professional Summary

Kyle D Abel, who also goes by Kyle Daniel Abel, is a registered financial advisor 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.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Kyle Daniel Abel

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

24 years in the financial services industry

Current & Past Employments

INVICTA CAPITAL LLC·CRD# 288101
BD
527 Cedar Way Suite 101, Oakmont, PA 15139
December 12, 2025 - Present
BA SECURITIES, LLC·CRD# 153489
BD
New York, NY
December 20, 2023 - October 29, 2024
KINGSWOOD CAPITAL PARTNERS, LLC·CRD# 288898
BD
New York, NY
February 13, 2023 - January 4, 2024
BRIARCLIFFE CREDIT PARTNERS, LLC·CRD# 313453
BD
New York, NY
July 22, 2022 - December 22, 2023
KINGSWOOD CAPITAL PARTNERS, LLC·CRD# 288898
BD
New York, NY
January 31, 2022 - August 19, 2022
FIRST AVENUE·CRD# 145860
BD
New York, NY
June 11, 2019 - December 23, 2021
TRITON PACIFIC CAPITAL, LLC·CRD# 40817
BD
New York, NY
June 27, 2016 - June 10, 2019
BERCHWOOD PARTNERS LLC·CRD# 108399
BD
New York, NY
May 30, 2014 - June 17, 2016
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
New York, NY
April 21, 2008 - December 31, 2008
BEAR STEARNS ASSET MANAGEMENT INC.·CRD# 113359
RIA
New York, NY
March 6, 2008 - December 31, 2008
WAYZATA INVESTMENT PARTNERS LLC·CRD# 132046
RIA
Boston, MA
October 11, 2005 - April 24, 2008
KEYBANC CAPITAL MARKETS INC.·CRD# 566
BD
Cleveland, OH
January 1, 2002 - March 1, 2005

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Current Firm

IC
INVICTA CAPITAL LLC

INVICTA CAPITAL LLC

CRD#: 288101 / SEC#: 8-69923
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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

FINRA licenses (37 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
INVICTA FINANCIAL GROUPMEMBER—
GIAMBRI, PHILIP MAYNARDSHAREHOLDER1182516
LEWIS, DEBORAH REBECCASHAREHOLDER1982851
TEAL, GREGORY SCOTTSHAREHOLDER4768591
PEARSON, KRISTIN MARIECHIEF COMPLIANCE OFFICER4522677
TOTH, AIMEE ANNECHIEF EXECUTIVE OFFICER5079628

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
New York
(12/12/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2014About the Series 63 exam

Series 66 — Uniform Combined State Law Examination

Passed Dec 2008About the Series 66 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 2005About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2016About the Series 7 exam

Series 82 — Limited Representative-Private Securities Offerings

Passed May 2014About the Series 82 exam

Series 24 — General Securities Principal Examination

Passed Apr 2021About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

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

CRS (Customer Relationship Summary)

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