Kyle Waterbury has been an investment adviser representative at Unique Wealth since January 2022, and is not listed among the firm’s executive officers or direct owners.
Unique Wealth, LLC is a Tampa, FL firm with $966M under management, 846 clients and 12 advisers across 2 offices, as of its August 2026 filing.
Investment adviser representative registrations
Kyle Waterbury is registered as an investment adviser representative in 2 states. The first approvals date from January 2022; the most recent is Texas, in May 2022.
- FloridaSince 11 January 2022
- TexasSince 18 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 28 March 2024 |
| Series 65 | Uniform Investment Adviser Law Examination | 28 December 2021 |
| SIE | Securities Industry Essentials Examination | 12 December 2019 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Kyle D Waterbury
- CRD
- 6703375
- Firm
- Unique Wealth · CRD 312462
- Office
- 4830 W KENNEDY BLVD, STE 100, Tampa, FL 33609
- Registration
- Investment adviser registration
- In the industry since
- November 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Kyle Waterbury work?
Kyle Waterbury is an investment adviser representative registered through Unique Wealth, LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Kyle Waterbury a financial advisor?
Yes. Kyle Waterbury has a current investment-adviser registration in Florida and Texas, through Unique Wealth since January 2022.
How many years of experience does Kyle Waterbury have?
Kyle Waterbury has 5 years in the financial industry, since November 2020, across 1 adviser firm.
What exams has Kyle Waterbury passed?
Kyle Waterbury has passed 3 licensing exams: the SIE, Series 65 and Series 7TO. The earliest, the SIE, was passed in December 2019.
Where is Kyle Waterbury based?
Kyle Waterbury’s registered office is in Tampa, FL.
Is Kyle Waterbury registered with FINRA?
No. Kyle Waterbury has no current broker registration.
How can I verify Kyle Waterbury’s record?
Search CRD 6703375 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Waterbury’s full registration record.