Kyle Otis has been an investment adviser representative at Greenway Financial since July 2022, and is not listed among the firm’s executive officers or direct owners. Kyle Otis holds a Bachelor's degree in economics and applied statistics from the University of Michigan.
Greenway Financial, LLC is a Farmington Hills, MI firm with $151M under management, 244 clients and 3 advisers in one office, as of its February 2026 filing.
Kyle Otis is Associate Financial Consultant of Greenway Financial, based in Farmington Hills, MI. He joined Greenway Financial in March of 2022 as an associate financial advisor.
- Greenway Financial, LLCCurrent– present · 4 yearsFarmington Hills, MI · Adviser representative · Firm CRD 288864
Investment adviser representative registrations
Kyle Otis is registered as an investment adviser representative in Michigan, since July 2022.
- MichiganSince 1 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 June 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kyle Logan Otis
- CRD
- 7584545
- Firm
- Greenway Financial · CRD 288864
- Office
- 31731 NORTHWESTERN HIGHWAY, SUITE 156W, Farmington Hills, MI 48334
- Registration
- Investment adviser registration
- In the industry since
- June 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- investingreenway.com
Where does Kyle Otis work?
Kyle Otis is an investment adviser representative registered through Greenway Financial, LLC since July 2022, and is not listed among the firm’s executive officers or direct owners.
Is Kyle Otis a financial advisor?
Yes. Kyle Otis has a current investment-adviser registration in Michigan, through Greenway Financial since July 2022.
How many years of experience does Kyle Otis have?
Kyle Otis has 4 years in the financial industry, since June 2022, across 1 adviser firm.
What exams has Kyle Otis passed?
Kyle Otis passed the Series 65 in June 2022.
Where is Kyle Otis based?
Kyle Otis’ registered office is in Farmington Hills, MI.
Is Kyle Otis registered with FINRA?
No. Kyle Otis has no current broker registration.
How can I verify Kyle Otis’ record?
Search CRD 7584545 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Otis’ full registration record.
