KF
Kyle J. Fishler
FOUNDRY WEALTH ADVISORS
Baltimore, MD 21230
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CRD#: 6980585
KF
Professional summary
Kyle James Fishler is a registered financial advisor currently at FOUNDRY WEALTH ADVISORS, LLC located in Baltimore, Maryland.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kyle has worked at 2 firms and has passed the Series 65 exam.
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.
Life and Health Insurance Producer; investment related: Yes; Location of the business: 921 E. Fort Avenue Suite 310 Baltimore, MD 21230; Description of the business: Kyle is a Maryland Licensed Life, Health and Long Term Care Insurance Producer. The Life Insurance is for fixed products only. ; Position Title: Insurance Agent; Responsibilities Duties: Sale and administration of Life, Health and Long Term Care Insurance.; Start date with business: 2019-08-15; Hours devoted to business during trading hours: 4; Hours devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 2.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle James Fishler'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®
NoneExperience
Current
June 11, 2019 - Present
FOUNDRY WEALTH ADVISORS, LLC
Office #1: 921 E. Fort Avenue Suite 310, Baltimore, MD 21230RIA
CRD#: 300794
Baltimore, MD
Past
December 22, 2018 - February 27, 2020
JEMMA FINANCIAL SERVICES
RIA
CRD#: 284198
Baltimore, MD
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".
FW
FOUNDRY WEALTH ADVISORS, LLC
FOUNDRY WEALTH ADVISORS, LLC
CRD#: 300794 / SEC#: 801-120987
RIA
Registered Investment Advisory firm - (4/29/2021 Approved)Maryland
Registered Investment Advisory firm - (5/4/2021 Terminated)Texas
Registered Investment Advisory firm - (5/4/2021 Terminated)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
Maryland(6/11/2019)
IAR
Texas(7/24/2020)
Current Firm
FW
FOUNDRY WEALTH ADVISORS, LLC
FOUNDRY WEALTH ADVISORS, LLC
CRD#: 300794 / SEC#: 801-120987
RIA
Registered Investment Advisory firm - (4/29/2021 Approved)Maryland
Registered Investment Advisory firm - (5/4/2021 Terminated)Texas
Registered Investment Advisory firm - (5/4/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
921 E. Fort Avenue Suite 310, Baltimore, MD 21230
Mailing Address
Phone number
(443) 692-8833
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 273 |
| AUM (Assets Under Management) | $ 134,245,393 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
