Kyra Palmer has been Co-Chief Investment Officer of Oak Financial Group since January 2011, is not listed as a control person, but directly owns under 5% of the firm. Kyra Palmer holds a B.S. in Marketing with a concentration in Finance from the University of Connecticut.
Oak Financial Group Inc is a firm with $177M under management, 131 clients and 2 advisers in one office, as of its March 2026 filing.
Kyra Palmer is Co-Chief Investment Officer of Oak Financial Group, Inc. and serves on its Investment Committee. She manages trading and is actively involved in developing and implementing the firm's investment strategies, including market research, investment due diligence and portfolio construction. She has been with Oak Financial Group since 2006.
- Oak Financial Group IncCurrent– present · 19 yearsStamford, CT · Adviser representative · Firm CRD 106293
Investment adviser representative registrations
Kyra Palmer is registered as an investment adviser representative in 11 states, as a resident of Texas. The first approvals date from April 2007; the most recent is New York, in February 2022.
- CaliforniaSince 2 February 2010
- ConnecticutSince 28 June 2007
- FloridaSince 6 August 2007
- MarylandSince 3 February 2010
- MassachusettsSince 11 February 2010
- New HampshireSince 3 February 2010
- New JerseySince 28 June 2007
- New YorkSince 8 February 2022
- North CarolinaSince 28 June 2007
- TexasResidentSince 19 April 2007
- VermontSince 16 February 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 June 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kyra Elise Palmer
- CRD
- 5322792
- Firm
- Oak Financial Group · CRD 106293
- Role
- Co-Chief Investment Officer
- Office
- Stamford, CT
- Registration
- Investment adviser registration
- In the industry since
- April 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oakfingroup.com
Where does Kyra Palmer work?
Kyra Palmer has been Co-Chief Investment Officer of Oak Financial Group Inc since January 2011.
Is Kyra Palmer a financial advisor?
Yes. Kyra Palmer has a current investment-adviser registration in California, Connecticut, Florida, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Texas and Vermont, through Oak Financial Group since April 2007.
How many years of experience does Kyra Palmer have?
Kyra Palmer has 19 years in the financial industry, since April 2007, across 1 adviser firm.
What exams has Kyra Palmer passed?
Kyra Palmer passed the Series 65 in June 2007.
Where is Kyra Palmer based?
Kyra Palmer’s registered office is in Stamford, CT.
Is Kyra Palmer registered with FINRA?
No. Kyra Palmer has no current broker registration.
How can I verify Kyra Palmer’s record?
Search CRD 5322792 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyra Palmer’s full registration record.
