Rockefeller Capital Management
47yrs
Top advisor by experience in Connecticut
9yrs
Kyle Codey is a fiduciary financial advisor in Stamford, Connecticut, with 9 years in the industry. After a year at Pruco Securities and a year at Merrill Lynch, Pierce, Fenner & Smith, Kyle joined Oppenheimer & in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Kyle holds the CFP® designation.
One of 937 advisors with offices in Stamford, and one of 883 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office263 Tresser Blvd Suite 500, Stamford, CT 06901
FirmOppenheimer &
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$609,565
Advisors at the firm1,160
States licensed ?1 state
Services through Oppenheimer &
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowOppenheimer & Co. Inc.Current firm
- Feb 2022 – Apr 2023Pruco Securities, Llc.Previously
- Nov 2020 – Feb 2022
Questions to ask Kyle
Tailored to Kyle’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kyle
How do I contact Kyle?
Call Oppenheimer & at 212-668-8000 and ask for Kyle Codey. Kyle works from the Stamford, CT office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Kyle hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Kyle a fiduciary?
Kyle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kyle paid?
Oppenheimer & reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Kyle for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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