Kyle R. Sabdo

STILLWATER CAPITAL MANAGEMENT | Senior Financial Advisor

Carmel-by-the-sea, CA 93921

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CRD#: 6371247

Professional summary

Kyle R Sabdo, CFP® is a registered financial advisor currently at STILLWATER CAPITAL MANAGEMENT located in Carmel-by-the-sea, California.

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 and Series 7 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Employee and Employer Plan Ben...

Investment Planning

Long-term Care

Education Planning

Retirement Income Management

Insurance Planning

Estate Planning

Small Business Planning

What is your minimum asset requirement?

250K

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.

Insurance Agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle R Sabdo'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

August 29, 2023 - Present

STILLWATER CAPITAL MANAGEMENT

Office #1: Nw Corner Of 8th Ave And San Carlos St #2, Carmel-by-the-sea, CA 93921

RIA

CRD#: 313075

Carmel-by-the-sea, CA

Past

October 22, 2015 - August 8, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MONTEREY, CA

Past

June 11, 2015 - August 8, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MONTEREY, 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
(8/29/2023)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/11/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/11/2015

General Securities Representative Examination

Current Firm

STILLWATER CAPITAL MANAGEMENT

STILLWATER CAPITAL MANAGEMENT | STILLWATER CAPITAL MANAGEMENT, LLC | STILLWATER CAPITAL MANAGEMENT, CORP

CRD#: 313075 / SEC#: 801-120691

RIA

Registered Investment Advisory firm - (5/23/2023 Terminated)

California

Registered Investment Advisory firm - (10/18/2021 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Nw Corner Of 8th Ave And San Carlos St #2, Carmel-by-the-sea, CA 93921

Mailing Address

Po Box 1983, Carmel-by-the-sea, CA 93921

Phone number

(831) 877-1095

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	110
AUM (Assets Under Management)	$ 70,000,000

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Kyle R. Sabdo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle R Sabdo's CRS (Customer Relationship Summary).

Certified licenses

Experience

STILLWATER CAPITAL MANAGEMENT

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 9/11/2015

SIE

Date: 10/1/2018

Series 7

Date: 6/11/2015

Current Firm

STILLWATER CAPITAL MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STILLWATER CAPITAL MANAGEMENT

TRUST BUT VERIFY

Contact information

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