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RIA / WealthAdvisor12 years in industry

KYLE MICHAEL DAVIS

Advisor at FISHER INVESTMENTS

NAPERVILLE, IL | PLANO, TX

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Search this name across graphsid dfx:ria:d0f9469a-1a42-40c8-76b7-88cd61dc778b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 15, 2014 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FISHER INVESTMENTS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 9, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Sep 9, 2014
First registration: Sep 15, 2014
Dual registered: no
Other names: KYLE DAVIS|KYLE MICHAEL DAVIS
IAPD individual key: 6360546

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FISHER INVESTMENTS	Independent wealth	Jul 26, 2021	n/a	yes	PLANO, TX\|NAPERVILLE, IL	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Jul 19, 2021	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 2, 2018	Jul 13, 2018	no	ORLAND PARK, IL	Previous registration
MCADAM LLC	Independent wealth	Nov 13, 2014	Feb 15, 2018	no	CHICAGO, IL\|RADNOR, PA	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Sep 15, 2014	Oct 3, 2014	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	FISHER INVESTMENTS	Jul 19, 2021	Jul 26, 2021	7	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
MCADAM LLC	STRATEGIC ADVISERS LLC	Feb 15, 2018	Mar 2, 2018	15	Firm change	Other
VOYA FINANCIAL ADVISORS, INC.	MCADAM LLC	Oct 3, 2014	Nov 13, 2014	41	Bulk transfer	Other

Relationships

Registered with (5)

→ FISHER INVESTMENTSRegistered adviserregistration: current employment
Jul 26, 2021 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Jul 19, 2021factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 2, 2018 to Jul 13, 2018factForm ADV
→ MCADAM LLCRegistered adviserregistration: previous registration
Nov 13, 2014 to Feb 15, 2018factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Sep 15, 2014 to Oct 3, 2014factForm ADV

Dated events

No dated event names this entity yet.