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Kyle Gregory Smith

Osaic Wealth, Inc.

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About Kyle Gregory Smith

Kyle Gregory Smith is an Investment Advisor Representative with Osaic Wealth, Inc. located in Sacramento, CA. Kyle is a registered Investment Advisor Representative in California and Texas. Kyle has a background in finance and accounting, and has been working in the financial services industry for over 10 years. Kyle holds a Series 7TO, Series 66 and SIE. Kyle specializes in providing financial planning, portfolio management, and investment advice to individuals and businesses. Kyle has been with Osaic Wealth, Inc. since 2024. Prior to joining Osaic Wealth, Inc. Kyle was a Financial Advisor at Securities America, Inc., in Sacramento.

Firm Information

Kyle Smith is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kyle Smith’s Registration & Firm History

CA

10/21/2024 - Present

Osaic Wealth, Inc. (SACRAMENTO CA)

CA

12/18/2023 - 06/14/2024

SECURITIES AMERICA, INC. (SACRAMENTO CA)

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Licenses & Designations

BOTH

Issued 08/28/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/16/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/19/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Gregory Smith.
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