Kyle Fishler has been an investment adviser representative at Foundry Wealth Advisors since June 2019, and is not listed among the firm’s executive officers or direct owners. Kyle Fishler studied at Drexel University.
Foundry Wealth Advisors, LLC is a Baltimore, MD firm with $163M under management, 66 clients and 4 advisers in one office, as of its August 2026 filing.
Kyle Fishler is Chief Investment Officer/Director of Wealth Management of Foundry Wealth Advisors, based in Baltimore. He joined the firm in 2018. His work covers comprehensive financial plans and customized investment portfolios, and intergenerational wealth transition strategies including retirement and cash flow planning, risk management, estate planning and education funding.
Kyle Fishler’s longest registration is the current one, 7 years at Foundry Wealth Advisors since 2019. Before joining Foundry Wealth Advisors in 2019, Kyle Fishler was registered through Jemma Financial Services.
- Foundry Wealth Advisors, LLCCurrent– present · 7 yearsBaltimore, MD · Adviser representative · Firm CRD 300794
- Jemma Financial Services– · 1 yearBaltimore, MD · Adviser representative · Firm CRD 284198
Investment adviser representative registrations
Kyle Fishler is registered as an investment adviser representative in 2 states. The first approvals date from June 2019; the most recent is Texas, in July 2020.
- MarylandSince 11 June 2019
- TexasSince 24 July 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 December 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kyle James Fishler
- CRD
- 6980585
- Firm
- Foundry Wealth Advisors · CRD 300794
- Office
- 921 E. FORT AVENUE, SUITE 310, Baltimore, MD 21230
- Registration
- Investment adviser registration
- In the industry since
- December 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- foundrywealth.com
Where does Kyle Fishler work?
Kyle Fishler is an investment adviser representative registered through Foundry Wealth Advisors, LLC since June 2019, and is not listed among the firm’s executive officers or direct owners.
Is Kyle Fishler a financial advisor?
Yes. Kyle Fishler has a current investment-adviser registration in Maryland and Texas, through Foundry Wealth Advisors since June 2019.
How many years of experience does Kyle Fishler have?
Kyle Fishler has 7 years in the financial industry, since December 2018, across 2 adviser firms.
What exams has Kyle Fishler passed?
Kyle Fishler passed the Series 65 in December 2018.
Where is Kyle Fishler based?
Kyle Fishler’s registered office is in Baltimore, MD.
Is Kyle Fishler registered with FINRA?
No. Kyle Fishler has no current broker registration.
How can I verify Kyle Fishler’s record?
Search CRD 6980585 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Fishler’s full registration record.
