Kyle Oort is a registered investment advisor, based in Tuscon, AZ, with 26 years of industry experience.
Location
8835 East Speedway Blvd, Ste. D, Tuscon, AZ, 85750
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kyle works as a realtor selling real estate, dedicating minimal time to this activity.
Employment History
Current Registrations
Modern Capital Securities INC.Broker
December 2025 - Present · 4 mos
Modern Capital Securities INC.
December 2025 - Present · 4 mos
Modern Capital Advisors, LLC
February 2022 - Present · 4 yrs 2 mos
Previous Registrations
Packerland Brokerage Services, INC.
May 2022 - May 2022 · 0 mos
Packerland Brokerage Services, INC.Broker
May 2022 - May 2022 · 0 mos
Modern Capital Advisors, LLC
November 2008 - December 2021 · 13 yrs 1 mo
Liberty Partners Financial Services, LLCBroker
July 2008 - October 2025 · 17 yrs 3 mos
National Planning Corporation ("npc of America" in Fl & Ny)
January 2004 - July 2008 · 4 yrs 6 mos
National Planning CorporationBroker
November 2003 - July 2008 · 4 yrs 8 mos
Pathways Financial Partners,inc.
October 2003 - November 2003 · 1 mo
London Pacific Securities, INC.Broker
January 2003 - November 2003 · 10 mos
Broker Dealer Financial Services CORP.Broker
May 2001 - November 2002 · 1 yr 6 mos
Raymond James Financial Services, INC.Broker
February 2000 - April 2001 · 1 yr 2 mos
Prudential Securities IncorporatedBroker
November 1999 - December 1999 · 1 mo
Invesco Distributors, INC.Broker
August 1997 - October 1997 · 2 mos
John Hancock Mutual Life Insurance CompanyBroker
September 1995 - January 1996 · 4 mos
John Hancock Distributors, INC.Broker
September 1995 - January 1996 · 4 mos
First Investors CorporationBroker
October 1994 - November 1994 · 1 mo
State Registrations7 states
AZCAFLKSNEOHTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.