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Kyle R Sabdo

Stillwater Capital Management

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About Kyle R Sabdo

Kyle R. Sabdo is a financial advisor with Stillwater Capital Management. Kyle has been in the financial industry for over 8 years and holds Series 7 and Series 66 licenses. Kyle is a CERTIFIED FINANCIAL PLANNER™ professional and offers financial planning, portfolio management for individuals and businesses, and pension consulting. Kyle is registered to provide investment advisory services in California.

Firm Information

Kyle Sabdo is currently registered with Stillwater Capital Management. Stillwater Capital Management is an investment advisor with approximately $70 million in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, businesses, charitable organizations, and pension and profit-sharing plans. The firm is headquartered in the state of Pennsylvania and has 2 licensed agents, 3 investment adviser representatives, and 3 investment advisory functions.

$70.00M

Assets Under Management

Not reported

Total Clients

3

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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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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percentage of assets

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

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Kyle Sabdo’s Registration & Firm History

CA

08/29/2023 - Present

Stillwater Capital Management (CARMEL-BY-THE-SEA CA)

CA

06/11/2015 - 08/08/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MONTEREY CA)

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Licenses & Designations

BOTH

Issued 09/11/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle R Sabdo.
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