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KS

Kyle T. Shealer

QST CAPITAL
San Francisco, CA 94105
Some features on this profile are disabled
CRD#: 5382149
KS

Professional summary

Kyle Timothy Shealer is a registered financial advisor currently at QST CAPITAL LLC located in San Francisco, California.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kyle has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Kyle Timothy Shealer's 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

February 14, 2017 - Present

QST CAPITAL LLC

Office #1: 201 Spear Street Suite 1100, San Francisco, CA 94105
RIA
CRD#: 285613
San Francisco, CA
Past

December 5, 2012 - January 20, 2017

CROSSPOINT CAPITAL MANAGEMENT

RIA
CRD#: 150212
SAN FRANCISCO, CA
Past

December 5, 2012 - January 4, 2017

SANCTUARY SECURITIES LLC

BD
CRD#: 144091
SAN FRANCISCO, CA
Past

March 11, 2008 - December 14, 2012

THINKEQUITY LLC

RIA
CRD#: 44274
SAN FRANCISCO, CA
Past

December 20, 2007 - December 14, 2012

THINKEQUITY LLC

BD
CRD#: 44274
SAN FRANCISCO, CA

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
California
(2/14/2017)
IAR
Minnesota
(7/22/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/10/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/4/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/19/2007
General Securities Representative Examination

Current Firm

QC
QST CAPITAL LLC
QST | QST CAPITAL, LP | QST CAPITAL LLC | QST CAPITAL

CRD#: 285613 / SEC#:

California
Registered Investment Advisory firm - (2/14/2017 Approved)
Minnesota
Registered Investment Advisory firm - (7/6/2017 Approved)
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Contact information

Main Address
201 Spear Street Suite 1100, San Francisco, CA 94105
Mailing Address
Phone number
(415) 539-3191
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts146
AUM (Assets Under Management)$ 30,838,000

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

QST CAPITAL LLC

CRD#: 285613San Francisco, CA 94105

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