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Chief Investment Officer · Abraham & Co., Inc.

Kyle D. Appelbaum

CRD 6773430 · Named on Form ADV at one SEC-registered adviser

At a glance

Abraham & Co., Inc., an SEC-registered wealth manager with $117 million in regulatory assets, lists Kyle D. Appelbaum on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

  • Abraham & Co., Inc.Chief Investment OfficerWealth manager · United States · $117M in regulatory assets

AtlasMembers

Kyle’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Kye A. AbrahamPresident, Sole Shareholder, Chief Compliance Officer, Abraham & Co., Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kyle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.