Kyle Edward Shelley
Professional Summary
Kyle Edward Shelley is a registered financial advisor currently at CAPULENT LLC located in Southlake, Texas. Kyle is registered as a RR (Registered Representative) and started their career in finance in 2022. Kyle has worked at 1 firm and has passed the Series 63, Series 7TO, SIE and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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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Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
BARNARD/MONTAGUE SECURITIES, LLC | CROWDTRADE | CAPULENT SECURITIES | CAPULENT LLC | BERING STRAIT CAPITAL, LLC | BERING STRAIT CAPITAL , LLC
Contact Information
Main Address
3200 E Camelback Rd Ste 130, Phoenix, AZ 85018Mailing Address
3200 E Camelback Rd Ste 130, Phoenix, AZ 85018Phone Number
(800) 255-5181Established
California since 06/04/2010Firm Type
Limited Liability CompanyFiscal Year End
MarchFirm Size
SmallFINRA licenses (48 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(3/25/2026)
(3/25/2026)
(3/25/2026)
(3/25/2026)
(3/25/2026)
(3/25/2026)
(4/9/2026)
(3/25/2026)
(3/25/2026)
(3/25/2026)
(9/2/2026)
(6/2/2022)
(3/25/2026)
(3/25/2026)
(3/25/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Kyle Edward Shelley's CRS (Customer Relationship Summary).
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