Kyle Mason Kadish
Investment Adviser Representative at Allworth Financial, L.P.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kyle Mason Kadish is an investment adviser representative with Allworth Financial, L.P. in Riverwoods, IL, where they have been registered since 2025. They have worked in the securities industry since 2024 and have been registered with 3 firms, including Fidelity Personal and Workplace Advisors and Goldman Sachs AYCO Personal Financial Management. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Illinois.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Illinois
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- 2nd Opinion PartnersJun 2016 – Jul 2020Riverwoods, IL
- The Grail ProjectJan 2015 – Jan 2018Northbrook, IL
- ColledgeAug 2016 – Nov 2017Northbrook, IL
- StudentAug 2010 – Jun 2017Northbrook, IL
- StudentAug 2017 – Jun 2021Champaign, IL
- Goldman Sachs Ayco Personal Financial ManagementJun 2021 – Apr 2022Deerfield, IL
- Fidelity InvestmentsMar 2023 – Oct 2023Northbrook, IL
- BragCity Sports Inc.Apr 2022 – Mar 2023Northbrook, IL
- AW SecuritiesOct 2025 – no end date reportedRiverwoods, IL
- Allworth FinancialOct 2025 – no end date reportedRiverwoods, IL
- Clinch Sports, Inc.Apr 2022 – Oct 2025Bannockburn, IL
- Fancity, Inc.Apr 2022 – Oct 2025Bannockburn, IL
- Clinch Sports APPOct 2025 – no end date reportedBannockburn, IL
- Fancity, Inc.Oct 2025 – no end date reportedBannockburn, IL
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Allworth Financial, L.P.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management, financial planning, investment management, tax planning, estate planning, insurance services, 401(k) for employers, and services for airline employees
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 293
- Offices listed on AdvisorFinder:
- 41
- Main office:
- Folsom, CA
- SEC file number:
- 801-68255
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 29, 2026
View full firm profileOther advisors at Allworth Financial, L.P.
Showing 12 of 293 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kyle Mason Kadish has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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