Cetera Investment Advisers
19yrs
Top advisor by experience in Fife
3yrs
Based in Fife, Washington, Kyle Gregory is a fiduciary financial advisor with 3 years of industry experience. Kyle has been with Equitable Advisors since 2026; before that, Kyle spent a year at American Retirement Planning Group. Equitable Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 7 advisors with offices in Fife, and one of 7 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office4905 Pacific Highway East Suite 1-B, Fife, WA 98424
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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.
Career
- Mar 2026 – nowEquitable Advisors, LLCCurrent firm
- Feb 2024 – Jul 2025American Retirement Planning Group Inc.Previously
Contact Kyle
(212) 314-4600Firm headquarters in New York, NY. Ask for Kyle. 4905 Pacific Highway East Suite 1-BFife, WA 98424Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Kyle
Tailored to Kyle’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
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About Kyle
How do I contact Kyle?
Call Equitable Advisors at (212) 314-4600 and ask for Kyle Gregory. Kyle works from the Fife, WA office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Kyle hold?
Series 63, Series 65. 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?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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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