AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
KS

Kyle Douglas Stewart

BIRCH LAKE PARTNERS, LP
CHICAGO, IL
·CRD# 8208964·1 year registered

Professional Summary

Kyle Douglas Stewart, who also goes by Kyle Stewart, is a registered financial advisor currently at BIRCH LAKE PARTNERS, LP located in Chicago, Illinois. Kyle is registered as a RR (Registered Representative) and started their career in finance in 2026. Kyle has worked at 1 firm and has passed the Series 63, Series 79TO, Series 7TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Kyle Stewart

Blog Corner

More Resources

Similar Advisors

Jaime Rafael Villalobos
AdvisorCheck Check Mark
CHICAGO, IL · CRD#
View profile
Vincent Anthony Decrow
AdvisorCheck Check Mark
Vincent Anthony Decrow

RISE INVESTMENT MANAGEMENT, LLC

CHICAGO, IL · CRD#
Michael Walter Basile
AdvisorCheck Check Mark
Michael Walter Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

CHICAGO, IL · CRD#
Vincent Anthony Decrow
AdvisorCheck Check Mark
Vincent Anthony Decrow

RISE INVESTMENT MANAGEMENT, LLC

CHICAGO, IL · CRD#
Michael Walter Basile
AdvisorCheck Check Mark
Michael Walter Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL · CRD#
LP
AdvisorCheck Check Mark
Louis D Paster

UBS FINANCIAL SERVICES INC.

CHICAGO, IL · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

CHICAGO, IL · CRD#
Vincent Anthony Decrow
AdvisorCheck Check Mark
Vincent Anthony Decrow

RISE INVESTMENT MANAGEMENT, LLC

CHICAGO, IL · CRD#
Michael Walter Basile
AdvisorCheck Check Mark
Michael Walter Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL · CRD#
LP
AdvisorCheck Check Mark
Louis D Paster

UBS FINANCIAL SERVICES INC.

CHICAGO, IL · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

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.

Similar Advisors

CHICAGO, IL · CRD#
Vincent Anthony Decrow
AdvisorCheck Check Mark
Vincent Anthony Decrow

RISE INVESTMENT MANAGEMENT, LLC

CHICAGO, IL · CRD#
Michael Walter Basile
AdvisorCheck Check Mark
Michael Walter Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL · CRD#
LP
AdvisorCheck Check Mark
Louis D Paster

UBS FINANCIAL SERVICES INC.

CHICAGO, IL · CRD#

Years of Experience

1 years registered in the securities industry

Current & Past Employments

Current

BIRCH LAKE PARTNERS, LPCurrent·CRD# 285558
BD
1. 71 South Wacker Drive Suite 2425, Chicago, IL 606062. 71 South Wacker Drive Suite 2425, Chicago, IL 60606
February 27, 2026 - Present

Similar Advisors

CHICAGO, IL · CRD#
Vincent Anthony Decrow
AdvisorCheck Check Mark
Vincent Anthony Decrow

RISE INVESTMENT MANAGEMENT, LLC

CHICAGO, IL · CRD#
Michael Walter Basile
AdvisorCheck Check Mark
Michael Walter Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL · CRD#
LP
AdvisorCheck Check Mark
Louis D Paster

UBS FINANCIAL SERVICES INC.

CHICAGO, IL · CRD#

Current Firm

BL
BIRCH LAKE PARTNERS, LP

BIRCH LAKE PARTNERS, LP

CRD#: 285558 / SEC#: 8-69853
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

71 South Wacker Drive Suite 2425, Chicago, IL 60606

Mailing Address

71 South Wacker Drive Suite 2425, Chicago, IL 60606

Phone Number

(312) 973-1800

Established

Delaware since 04/11/2016

Firm Type

Partnership

Fiscal Year End

December

Firm Size

Small

FINRA licenses (6 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
BUTLER, JOHN W. JRLIMITED PARTNER6714787
BUTLER, JOHN W. JRCEO6714787
BIRCH LAKE PARTNERS GP, LLCGENERAL PARTNER—
CHOW, PAULINE POLINGMANAGING DIRECTOR, CCO, AMLCO6782996
KIRSCHENBLATT, CHAD ETHANFINOP2503352

Similar Advisors

CHICAGO, IL · CRD#
Vincent Anthony Decrow
AdvisorCheck Check Mark
Vincent Anthony Decrow

RISE INVESTMENT MANAGEMENT, LLC

CHICAGO, IL · CRD#
Michael Walter Basile
AdvisorCheck Check Mark
Michael Walter Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL · CRD#
LP
AdvisorCheck Check Mark
Louis D Paster

UBS FINANCIAL SERVICES INC.

CHICAGO, IL · CRD#

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.

Similar Advisors

CHICAGO, IL · CRD#
Vincent Anthony Decrow
AdvisorCheck Check Mark
Vincent Anthony Decrow

RISE INVESTMENT MANAGEMENT, LLC

CHICAGO, IL · CRD#
Michael Walter Basile
AdvisorCheck Check Mark
Michael Walter Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL · CRD#
LP
AdvisorCheck Check Mark
Louis D Paster

UBS FINANCIAL SERVICES INC.

CHICAGO, IL · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(4/21/2026)
RR
Illinois
(4/21/2026)
RR
Montana
(4/21/2026)
RR
New Jersey
(4/21/2026)
RR
New York
(4/21/2026)
RR
Pennsylvania
(4/21/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2026About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Apr 2026About the Series 79TO exam

Series 7TO — General Securities Representative Examination

Passed Feb 2026About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Feb 2026About the SIE exam
FINRA
SRO Registrations

Similar Advisors

CHICAGO, IL · CRD#
Vincent Anthony Decrow
AdvisorCheck Check Mark
Vincent Anthony Decrow

RISE INVESTMENT MANAGEMENT, LLC

CHICAGO, IL · CRD#
Michael Walter Basile
AdvisorCheck Check Mark
Michael Walter Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL · CRD#
LP
AdvisorCheck Check Mark
Louis D Paster

UBS FINANCIAL SERVICES INC.

CHICAGO, IL · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Kyle Douglas Stewart's CRS (Customer Relationship Summary).

Similar Advisors

CHICAGO, IL · CRD#
Vincent Anthony Decrow
AdvisorCheck Check Mark
Vincent Anthony Decrow

RISE INVESTMENT MANAGEMENT, LLC

CHICAGO, IL · CRD#
Michael Walter Basile
AdvisorCheck Check Mark
Michael Walter Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL · CRD#
LP
AdvisorCheck Check Mark
Louis D Paster

UBS FINANCIAL SERVICES INC.

CHICAGO, IL · CRD#