AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
KK

Kyle T. Kadish

REVERE SECURITIES LLC
New York, NY 10022
Some features on this profile are disabled
CRD#: 4864706
KK

Professional summary

Kyle Thomas Kadish, who also goes by Kyle T Kadish, is a registered financial professional currently at REVERE SECURITIES LLC located in New York, New York.

Kyle is registered as a RR (Registered Representative) and started their career in finance in 2006. Kyle has worked at 8 firms and has passed the Series 66, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kyle T Kadish

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 Thomas Kadish'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

January 13, 2026 - Present

REVERE SECURITIES LLC

Office #1: 560 Lexington Avenue 16th Floor, New York, NY 10022
BD
CRD#: 14178
New York, NY
Past

November 6, 2023 - January 21, 2026

IBN FINANCIAL SERVICES, INC.

RIA
CRD#: 42360
Windham, NH
Past

October 30, 2023 - January 21, 2026

IBN ADVISORY SERVICES, INC.

RIA
CRD#: 293288
Windham, NH
Past

October 30, 2023 - January 21, 2026

IBN FINANCIAL SERVICES, INC.

BD
CRD#: 42360
Windham, NH
Past

May 3, 2017 - October 30, 2023

TRUST ADVISORY GROUP LTD

RIA
CRD#: 106926
Windham, NH
Past

April 25, 2017 - October 30, 2023

AGES FINANCIAL SERVICES, LTD.

BD
CRD#: 15427
Windham, NH
Past

June 6, 2014 - January 3, 2017

PROVASI CAPITAL PARTNERS LP

BD
CRD#: 119539
DALLAS, TX
Past

October 26, 2007 - May 29, 2014

NATIXIS DISTRIBUTION, LLC

BD
CRD#: 34754
BOSTON, MA
Past

December 20, 2006 - October 29, 2007

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
SOUTH BURLINGTON, VT
Past

July 31, 2006 - October 29, 2007

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
SOUTH BURLINGTON, VT

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
Florida
(1/13/2026)
RR
Massachusetts
(1/13/2026)
RR
New Hampshire
(1/13/2026)
RR
New York
(1/13/2026)
RR
North Carolina
(1/13/2026)
RR
Vermont
(1/13/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/12/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 8/31/2019
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/28/2006
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/7/2023
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

RS
REVERE SECURITIES LLC
ASR DIVISION OF TRACK SECURITIES CORP | TRACK SECURITIES CORP. | REVERE WEALTH MANAGEMENT LLC | REVERE SECURITIES LLC | REVERE SECURITIES CORP. | M-W SECURITIES CORP. | BRIARCLIFF CAPITAL CORP.

CRD#: 14178 / SEC#: , 8-30511

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
560 Lexington Avenue 16th Floor, New York, NY 10022
Mailing Address
560 Lexington Avenue 16th Floor, New York, NY 10022
Phone number
(212) 688-2350
Established
Delaware since 12/31/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
REVERE INVESTMENT HOLDINGS LLCSHAREHOLDER
BODKIN, GREGORY PATRICKCHIEF COMPLIANCE OFFICER3008389
FULLMAN, SCOTT HOWARDPRESIDENT / CHIEF OPERATIONS OFFICER1516584
MORENO, WILLIAM FRANCISCEO / EXECUTIVE CHAIRMAN2801621
ZULUAGA, OSEASCFO / FINOP4186791

Disclosures

Regulatory Event14
Arbitration3

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

REVERE SECURITIES LLC

CRD#: 14178New York, NY 10022

TRUST BUT VERIFY

Monitor Kyle Kadish

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
PR
MINNEAPOLIS, MN
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.