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Kyle Tomas Abrahamovich

Poulos Advisors, Inc.

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About Kyle Tomas Abrahamovich

Kyle Tomas Abrahamovich is a Registered Investment Advisor associated with Poulos Advisors, Inc., located in South Burlington, Vermont. Kyle has been in the industry since 2004. Kyle holds licenses in several states including California, Nevada, New Hampshire, and Vermont. Kyle has a strong track record of providing financial planning and investment management services to individuals and businesses. Kyle is also a licensed independent insurance agent.

Firm Information

Kyle Abrahamovich is currently registered with Poulos Advisors, Inc.. Poulos Advisors, Inc. is a registered investment advisor headquartered in [mainOffice.city], [mainOffice.state]. The firm provides financial planning and investment management services to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and other client types. They manage approximately $133,318,366 in assets for 326 clients. Poulos Advisors, Inc. has two licensed agents, two investment adviser representatives, and two investment advisory functions.

$133.32M

Assets Under Management

18

Total Clients

2

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 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 Abrahamovich’s Registration & Firm History

VT

01/11/2007 - Present

Poulos Advisors, Inc. (SOUTH BURLINGTON VT)

VT

09/22/2004 - 08/31/2006

MML INVESTORS SERVICES, INC. (SOUTH BURLINGTON VT)

NY

01/15/2004 - 09/03/2004

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/18/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/14/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/14/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle Tomas Abrahamovich.
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