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KP

Kyle E. Portnoy

CRESVITA CAPITAL
AUSTIN, TX
Some features on this profile are disabled
CRD#: 5565805
KP

Professional summary

Kyle Ellis Portnoy is a registered financial advisor currently at CRESVITA CAPITAL located in Austin, Texas.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kyle has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

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 name of the other business - Cresvita Coaching LLC whether the business is investment-related - No the address of the other business - 5900 Balcones Suite 100, Austin, TX 78731 the nature of the other business - Financial Coaching your position - Founder title, or relationship with the other business - Founder/Coach the start date of your relationship - 08/15/2025 the approximate number of hours/month you devote to the other business - 10-15 the number of hours you devote to the other business during securities trading hours - 0-5 and briefly describe your duties relating to the other business - Helping individuals learn financial literacy and understand how they can take control of their finances by developing good saving, spending, and budgeting habits

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Ellis Portnoy'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

November 12, 2024 - Present

CRESVITA CAPITAL

RIA
CRD#: 333252
AUSTIN, TX
Past

March 15, 2016 - November 12, 2021

DIMENSIONAL FUND ADVISORS LP

RIA
CRD#: 106482
AUSTIN, TX
Past

November 23, 2015 - November 12, 2021

DFA SECURITIES LLC

BD
CRD#: 10292
AUSTIN, TX

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
Texas
(11/12/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/10/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/11/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/23/2015
General Securities Representative Examination

Current Firm

CC
CRESVITA CAPITAL
CRESVITA CAPITAL | CRESVITA CAPITAL LLC

CRD#: 333252 / SEC#:

Texas
Registered Investment Advisory firm - (11/12/2024 Approved)
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Contact information

Main Address
Austin, TX
Mailing Address
Phone number
(847) 209-3333
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

CRESVITA CAPITAL

CRD#: 333252Austin, TX

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