KS
Kyle Schlossman
ZENIKI WEALTH
Tampa, FL
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CRD#: 7819479
KS
Professional summary
Kyle Schlossman is a registered financial advisor currently at ZENIKI WEALTH located in Tampa, Florida.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Kyle has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Schlossman'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
January 4, 2024 - Present
ZENIKI WEALTH
RIA
CRD#: 328778
Tampa, FL
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
Florida(1/4/2024)
Exams
Current Firm
ZW
ZENIKI WEALTH
KBS INVESTMENT SERVICES, LLC | ZENIKI WEALTH
CRD#: 328778 / SEC#:
Florida
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Contact information
Main Address
3319 W Swann Ave, Tampa, FL 33609
Mailing Address
3319 W Swann Ave, Tampa, FL 33609
Phone number
(386) 290-8278
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 14 |
| AUM (Assets Under Management) | $ 20,721,501 |
Red Flags
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