Kyle W. Nickerson

RHAME & GORRELL WEALTH MANAGEMENT

The Woodlands, TX 77380

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CRD#: 6362762

Professional summary

Kyle William Nickerson, CFP®, CIMA® is a registered financial advisor currently at RHAME & GORRELL WEALTH MANAGEMENT located in The Woodlands, Texas.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kyle has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 6 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 William Nickerson'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: 2020

CIMA^®

Certified Investment Management Analyst

Experience

Current

October 18, 2017 - Present

RHAME & GORRELL WEALTH MANAGEMENT

Office #1: 1330 Lake Robbins Drive Suite 360, The Woodlands, TX 77380

RIA

CRD#: 283027

The Woodlands, TX

Past

February 17, 2016 - May 7, 2016

SANDERS MORRIS LLC

RIA

CRD#: 20580

THE WOODLANDS, TX

Past

May 18, 2015 - May 7, 2016

SANDERS MORRIS LLC

CRD#: 20580

THE WOODLANDS, TX

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".

RHAME & GORRELL WEALTH MANAGEMENT

ODILIA ADVISORS, LLC | RHAME & GORRELL WEALTH MANAGEMENT, LLC | RHAME & GORRELL WEALTH MANAGEMENT

CRD#: 283027 / SEC#: 801-107332

RIA

Registered Investment Advisory firm - (3/1/2016 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

Texas
(10/18/2017)

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: 12/2/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/7/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/24/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/18/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

RHAME & GORRELL WEALTH MANAGEMENT

ODILIA ADVISORS, LLC | RHAME & GORRELL WEALTH MANAGEMENT, LLC | RHAME & GORRELL WEALTH MANAGEMENT

CRD#: 283027 / SEC#: 801-107332

RIA

Registered Investment Advisory firm - (3/1/2016 Approved)

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Contact information

Main Address

1330 Lake Robbins Drive Suite 360, The Woodlands, TX 77380

Mailing Address

Phone number

(832) 789-1100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR RHAME & GORRELL WEALTH MANAGEMENT, LLC (10/8/2025)

Regulatory assets under management

Total Number of Accounts	2,281
AUM (Assets Under Management)	$ 1,001,369,575

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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Kyle W. Nickerson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle William Nickerson's CRS (Customer Relationship Summary).

Certified licenses

Experience

SANDERS MORRIS LLC

SANDERS MORRIS LLC

Primary Firm SEC Registration

RHAME & GORRELL WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 12/2/2015

SIE

Date: 5/7/2016

Series 7

Date: 8/24/2015

Series 6

Date: 5/18/2015

Current Firm

RHAME & GORRELL WEALTH MANAGEMENT

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RHAME & GORRELL WEALTH MANAGEMENT

TRUST BUT VERIFY

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