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CEO · Commercial Trust Financial Services

Kyle J. Elliott

CRD 4059462 · Named on Form ADV at one SEC-registered adviser

At a glance

Commercial Trust Financial Services, an SEC-registered wealth manager based in Fayette, MO with $204 million in regulatory assets, lists Kyle J. Elliott on its Form ADV as CEO, a control person.

Firms and roles

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

  • Cameron A. ByrdChief Compliance Officer, Commercial Trust Financial Services

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.