Kyle Toledo has been an investment adviser representative at Forthright Capital Advisory since April 2026, and is not listed among the firm’s executive officers or direct owners.
Forthright Capital Advisory LLC is a Las Vegas, NV firm with $108M under management, 987 clients and 21 advisers across 20 offices, as of its August 2026 filing.
Kyle Toledo is an Investment Advisor Representative of Forthright Capital Advisory. He began his career as a teacher and transitioned into financial services in 2023. He works primarily with educators and public sector employees.
- Forthright CapitalCurrent– present · under a yearStockton, CA · Adviser representative · Firm CRD 323596
Investment adviser representative registrations
Kyle Toledo is registered as an investment adviser representative in California, since April 2026.
- CaliforniaSince 9 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 March 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kyle John Toledo
- CRD
- 8251017
- Firm
- Forthright Capital Advisory · CRD 323596
- Office
- Stockton, CA
- Registration
- Investment adviser registration
- In the industry since
- April 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- forthrightcps.com
Where does Kyle Toledo work?
Kyle Toledo is an investment adviser representative registered through Forthright Capital Advisory LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Kyle Toledo a financial advisor?
Yes. Kyle Toledo has a current investment-adviser registration in California, through Forthright Capital Advisory since April 2026.
How many years of experience does Kyle Toledo have?
Kyle Toledo has 0 years in the financial industry, since April 2026, across 1 adviser firm.
What exams has Kyle Toledo passed?
Kyle Toledo passed the Series 65 in March 2026.
Where is Kyle Toledo based?
Kyle Toledo’s registered office is in Stockton, CA.
Is Kyle Toledo registered with FINRA?
No. Kyle Toledo has no current broker registration.
How can I verify Kyle Toledo’s record?
Search CRD 8251017 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Toledo’s full registration record.
