Kyle James Fishler

Employer firm

Foundry Wealth Advisors, LLC CRD 300794

$163M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2017 → 12/2019
  Jemma Investment Advisors Llc D/B/A Foundry Wealth Advisors, Llc
  Baltimore, MD
• 03/2017 → 08/2017
  Penn Mutual Life Insurance
  Horsham, PA
• 08/2013 → 06/2018
  Drexel University
  Philadelphia, PA
• 01/2019 → Present
  Foundry Wealth Advisors, Llc
  Baltimore, MD

Previous Registrations

• 2018-12-22 → 2020-02-27
  Jemma Financial Services
  Baltimore, MD
  Baltimore, MD

Other Businesses

Life and Health Insurance Producer; investment related: Yes; Location of the business: 921 E. Fort Avenue Suite 310 Baltimore, MD 21230; Description of the business: Kyle is a Maryland Licensed Life, Health and Long Term Care Insurance Producer. The Life Insurance is for fixed products only. ; Position Title: Insurance Agent; Responsibilities Duties: Sale and administration of Life, Health and Long Term Care Insurance.; Start date with business: 2019-08-15; Hours devoted to business during trading hours: 4; Hours devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 2.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-22