Kyle Odell is a CFP-designated registered investment advisor, based in Poughkeepsie, NY, with 15 years of industry experience. Kyle is also registered as a broker, so some compensation may come from commissions on products sold.
Location
11 Raymond Ave, Poughkeepsie, NY, 12603
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kyle is a Senior VP and Advisor at B. Riley Wealth Insurance, selling fixed insurance products since September 2024. He dedicates minimal time to this activity during securities trading hours.
Employment History
Current Registrations
B. Riley Wealth ManagementBroker
B. Riley Wealth Advisors, INC.
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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