Kyle Daniels has been an investment adviser representative at Stonebridge Financial Group since March 2026, and is not listed among the firm’s executive officers or direct owners.
Stonebridge Financial Group, LLC is a San Rafael, CA firm with $896M under management, 951 clients and 12 advisers across 3 offices, as of its August 2026 filing.
Kyle Daniels’ longest registration was 7 years at Equitable Advisors, LLC (2018–2026). Before joining Stonebridge Financial Group in 2026, Kyle Daniels was registered through Equitable Advisors, LLC.
- Stonebridge Financial GroupCurrent– present · under a yearSan Rafael, CA · Adviser representative · Firm CRD 340200
- Equitable Advisors, LLC– · 7 yearsSan Rafael, CA · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Kyle Daniels is registered as an investment adviser representative in California, since March 2026.
- CaliforniaSince 2 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 8 November 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 25 September 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Kyle Bryan Daniels
- CRD
- 6983788
- Firm
- Stonebridge Financial Group · CRD 340200
- Office
- 100 SMITH RANCH ROAD, SUITE 112, San Rafael, CA 94903
- Registration
- Investment adviser registration
- In the industry since
- September 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Kyle Daniels work?
Kyle Daniels is an investment adviser representative registered through Stonebridge Financial Group, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Kyle Daniels a financial advisor?
Yes. Kyle Daniels has a current investment-adviser registration in California, through Stonebridge Financial Group since March 2026.
How many years of experience does Kyle Daniels have?
Kyle Daniels has 8 years in the financial industry, since September 2018, across 2 adviser firms.
What exams has Kyle Daniels passed?
Kyle Daniels has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2018. FINRA credited Kyle Daniels with the SIE, which began in October 2018.
Where is Kyle Daniels based?
Kyle Daniels’ registered office is in San Rafael, CA.
Is Kyle Daniels registered with FINRA?
No. Kyle Daniels has no current broker registration.
How can I verify Kyle Daniels’ record?
Search CRD 6983788 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Daniels’ full registration record.
