William Blair & Company
47yrs
Top advisor by experience in Illinois
9yrs
Kyle Dalton
Financial advisor at Merrill
Kyle Dalton is a fiduciary financial advisor in Chicago, Illinois, with 9 years in the industry. After a year at Citigroup Global Markets, Kyle joined Merrill in 2024, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office540 W Madison St, Chicago, IL 60661
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowMerrillCurrent firm
- Jul 2022 – Aug 2023Citigroup Global Markets Inc.Previously
- 2018 – 2022MerrillPreviously
Contact Kyle
(800) 637-7455Firm headquarters in New York, NY. Ask for Kyle. 540 W Madison StChicago, IL 60661Office · Get directions
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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?
- 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
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About Kyle
How do I contact Kyle?
Call Merrill at (800) 637-7455 and ask for Kyle Dalton. Kyle works from the Chicago, IL office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Kyle hold?
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?
Merrill 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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