Kyle Thomas Smith

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2018 → Present
  Canandaigua National Bank And Trust
  Rochester, NY
• 06/2017 → 01/2018
  Village Of Scottsville
  Scottsville, NY
• 06/2014 → 08/2017
  Town Of Wheatland
  Scottsville, NY
• 08/2014 → 06/2018
  Suny Fredonia
  Fredonia, NY
• 02/2017 → 05/2017
  Suny Fredonia
  Fredonia, NY
• 03/2024 → 02/2025
  Cetera Investment Services Llc
  St Cloud, MN
• 03/2024 → 02/2025
  Canandaigua National Bank And Trust
  Pittsford, NY
• 02/2025 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 02/2025 → Present
  Canandaigua National Bank And Trust
  Pittsford, NY
• 05/2025 → Present
  Cetera Investment Advisers Llc
  Pittsford, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-05-28