Kyler Hasson has been an investment adviser representative at Delta Investment Management since April 2018, and is not listed among the firm’s executive officers or direct owners. Kyler Hasson holds a BA in Economics from Stanford University and an MS in Management Science & Engineering from Stanford University.
Delta Investment Management, LLC is a San Francisco, CA firm with $857M under management, 1,099 clients and 25 advisers across 11 offices, as of its April 2026 filing.
Kyler Hasson is an investment advisor at Delta Investment Management, using a bottom-up, value-based investing approach. Prior to Delta, he founded Hasson Investments in 2012.
Kyler Hasson’s longest registration is the current one, 8 years at Delta Investment Management since 2018. Before joining Delta Investment Management in 2018, Kyler Hasson was registered through US Capital Global Wealth Management LLC and Hasson Investments.
- – present · 8 yearsSan Francisco, CA · Adviser representative · Firm CRD 149596
- US Capital Global Wealth Management LLC– · 1 yearSan Francisco, CA · Adviser representative · Firm CRD 284435
- Hasson Investments– · 5 yearsSunnyvale, CA · Adviser representative · Firm CRD 158874
Investment adviser representative registrations
Kyler Hasson is registered as an investment adviser representative in California, since April 2018.
- CaliforniaSince 11 April 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 August 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kyler Willis Hasson
- CRD
- 5968309
- Firm
- Delta Investment Management · CRD 149596
- Office
- 555 Montgomery St., Ste. 1501, San Francisco, CA 94111
- Registration
- Investment adviser registration
- In the industry since
- January 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- deltaim.com
Where does Kyler Hasson work?
Kyler Hasson is an investment adviser representative registered through Delta Investment Management, LLC since April 2018, and is not listed among the firm’s executive officers or direct owners.
Is Kyler Hasson a financial advisor?
Yes. Kyler Hasson has a current investment-adviser registration in California, through Delta Investment Management since April 2018.
How many years of experience does Kyler Hasson have?
Kyler Hasson has 14 years in the financial industry, since January 2012, across 3 adviser firms.
What exams has Kyler Hasson passed?
Kyler Hasson passed the Series 65 in August 2011.
Where did Kyler Hasson work before Delta Investment Management?
Before Delta Investment Management, Kyler Hasson was registered through Hasson Investments, January 2012 to December 2017.
Where is Kyler Hasson based?
Kyler Hasson’s registered office is in San Francisco, CA.
Is Kyler Hasson registered with FINRA?
No. Kyler Hasson has no current broker registration.
How can I verify Kyler Hasson’s record?
Search CRD 5968309 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyler Hasson’s full registration record.
