Dyer B. Mccabe

KILTER GROUP

RHINEBECK, NY

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CRD#: 4829245

Professional summary

Dyer B Mccabe JR., CFP®, ChFC®, CLU®, who also goes by Dyer Berton Mccabe Jr, is a registered financial advisor currently at KILTER GROUP located in Rhinebeck, New York.

Dyer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Dyer has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dyer Berton Mccabe Jr

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.

1. INSURANCE AGENT. VARIOUS CARRIERS. NOT INVESTMENT RELATED. TIME SPENT IS LESS THAN 10% EACH MONTH. 2. MANAGING MEMBER, KILTER GROUP INSURANCE BROKERAGE, LLC. BOOKKEEPING ENTITY FOR INSURANCE COMPENSATION. NOT INVESTMENT RELATED. TIME SPENT IS LESS THAN 5% EACH MONTH. 3. MANAGING MEMBER, BLUE BRINDLE, LLC. ENTITY USED FOR PERSONAL REAL ESTATE INVESTMENTS. NOT INVESTMENT RELATED. TIME SPENT IS LESS THAN 5% EACH MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dyer B Mccabe JR.'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®

CFP^®

Certified Financial Planner

Start date: 2013

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

April 23, 2024 - Present

KILTER GROUP

RIA

CRD#: 330356

RHINEBECK, NY

Past

July 2, 2019 - July 24, 2024

INVST, LLC

RIA

CRD#: 282863

NEW YORK, NY

Past

April 7, 2005 - May 10, 2019

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

NEW YORK, NY

Past

August 24, 2004 - May 10, 2019

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KILTER GROUP

KILTER GROUP | KILTER GROUP LLC

CRD#: 330356 / SEC#: 801-129927

RIA

Registered Investment Advisory firm - (4/18/2024 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(4/23/2024)

IAR

Texas
(4/23/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/7/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/23/2004

General Securities Representative Examination

Current Firm

KILTER GROUP

KILTER GROUP | KILTER GROUP LLC

CRD#: 330356 / SEC#: 801-129927

RIA

Registered Investment Advisory firm - (4/18/2024 Approved)

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Contact information

Main Address

Rhinebeck, NY

Mailing Address

Po Box 148, Rhinebeck, NY 12572

Phone number

(646) 438-6557

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (11/10/2025)

Regulatory assets under management

Total Number of Accounts	938
AUM (Assets Under Management)	$ 202,080,515

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.

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Dyer B. Mccabe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dyer B Mccabe JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

KILTER GROUP

INVST, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

Primary Firm SEC Registration

KILTER GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 10/7/2004

SIE

Date: 10/1/2018

Series 7

Date: 8/23/2004

Current Firm

KILTER GROUP

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KILTER GROUP

TRUST BUT VERIFY

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