Kyle T. Kadish

IBN ADVISORY SERVICES

Windham, NH 03087

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CRD#: 4864706

Professional summary

Kyle Thomas Kadish, who also goes by Kyle T Kadish, is a registered financial advisor currently at IBN ADVISORY SERVICES, INC. located in Windham, New Hampshire and IBN FINANCIAL SERVICES, INC. located in Windham, New Hampshire.

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

Question & Answer

Are you a "fiduciary"?

Yes

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.

HOCKEY REFEREE ASSIGNING ORGANIZATION. NO. PENFIELD, NY. OFFICIATING NCAA HOCKEY GAMES. INDEPENDENT CONTRACTOR. 2013. UP TO 12 HOURS/MONTH (NONE DURING SECURITIES TRADING HOURS). OFFICIATING NCAA HOCKEY GAMES. President of Advantage Wealth Solutions Investment related services located at 55 Enterprise Road, Windham, NH. 2018.150 hours per month and 130 hours during market trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

October 30, 2023 - Present

IBN ADVISORY SERVICES, INC.

Office #1: 55 Enterprise Dr., Windham, NH 03087

RIA

CRD#: 293288

Windham, NH

Current

November 6, 2023 - Present

IBN FINANCIAL SERVICES, INC.

Office #1: 55 Enterprise Dr., Windham, NH 03087

RIA

CRD#: 42360

Windham, NH

Current

October 30, 2023 - Present

IBN FINANCIAL SERVICES, INC.

Office #1: 55 Enterprise Dr., Windham, NH 03087

RIA

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.

CRD#: 15427

Windham, NH

Past

June 6, 2014 - January 3, 2017

PROVASI CAPITAL PARTNERS LP

CRD#: 119539

DALLAS, TX

Past

October 26, 2007 - May 29, 2014

NATIXIS DISTRIBUTION, LLC

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.

CRD#: 8174

SOUTH BURLINGTON, VT

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".

IBN ADVISORY SERVICES, INC.

IBN ADVISORY SERVICES, INC. | IBN FINANCIAL SERVICES, INC.

CRD#: 293288 / SEC#: 801-113320

RIA

Registered Investment Advisory firm - (5/31/2018 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.

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

California
(4/15/2024)

Connecticut
(2/5/2024)

Florida
(10/30/2023)

IAR

Florida
(11/6/2023)

Kentucky
(7/21/2024)

Massachusetts
(10/30/2023)

IAR

Massachusetts
(5/9/2024)

New Hampshire
(10/30/2023)

IAR

New Hampshire
(10/30/2023)

New Jersey
(12/22/2023)

Vermont
(10/30/2023)

IAR

Vermont
(10/31/2023)

Virginia
(10/30/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/12/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 79TO

Date: 8/31/2019

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/28/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/7/2023

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

IBN ADVISORY SERVICES, INC.

IBN ADVISORY SERVICES, INC. | IBN FINANCIAL SERVICES, INC.

CRD#: 293288 / SEC#: 801-113320

RIA

Registered Investment Advisory firm - (5/31/2018 Approved)

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Contact information

Main Address

404 Old Liverpool Rd., Liverpool, NY 13088

Mailing Address

Po Box 2365, Liverpool, NY 13089

Phone number

(315) 652-4426

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IBN ADV FORM ADV 2A BROCHURE- 2025 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,524
AUM (Assets Under Management)	$ 184,948,056

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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Advisor Monitoring

Firm Stability Insights

Kyle T. Kadish

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Thomas Kadish's CRS (Customer Relationship Summary).

Certified licenses

Experience

IBN FINANCIAL SERVICES, INC.

IBN FINANCIAL SERVICES, INC.

TRUST ADVISORY GROUP LTD

AGES FINANCIAL SERVICES, LTD.

PROVASI CAPITAL PARTNERS LP

NATIXIS DISTRIBUTION, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

IBN ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/12/2006

Series 79TO

Date: 8/31/2019

SIE

Date: 10/1/2018

Series 7

Date: 7/28/2006

Series 24

Date: 9/7/2023

FINRA

Current Firm

IBN ADVISORY SERVICES, INC.

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IBN ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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