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Kyle Schlossman

Advisor Details

Financial Advisor in Tampa, Florida with 1 Year(s) of Experience

Professional Designations

Accredited in Business Valuation (ABV)

Chartered Financial Analyst (CFA)

Chartered Professional Accountant (CPA)

Personal Bio

As the son of two teachers, Kyle learned early on about the importance of hard work and education.

He attended the University of Florida and majored in accounting. After college, Kyle became fascinated with investments and spent significant time reading anything about the subject that he could get his hands on. This led Kyle to pursue the CFA® program, which is a rigorous, multi-year curriculum that focuses on investment analysis and ethics.

After obtaining the CFA® designation, Kyle resumed his self-study of investments, focusing his attention on successful investors like Warren Buffett. Kyle studied Warren extensively, reading dozens of books about him and even going out to Omaha, Nebraska to see him in person at his annual shareholder meetings. This experience laid the foundation for Kyle’s own investment philosophy and provided him with a framework for making rational investment decisions.

Kyle’s professional experience includes working as an analyst at Bank of America, where he specialized in managing illiquid investments and closely held businesses that were owned in trusts and estates. He then gravitated to the private client space and became the manager of a Tampa, FL based family office. While there, Kyle led the management and reporting of the family’s investments (which included real estate, private equity and marketable securities). He also assisted the principal with tax and estate planning and various legal and administrative matters.

Eventually, Kyle’s entrepreneurial itch became too strong to ignore. In 2023, he formed Zeniki Wealth so that he could provide comprehensive wealth management services to a greater number of clients and to address the many shortcomings that are inherent in the financial services industry.

Outside of work, Kyle enjoys reading, being active outdoors and cheering on his favorite sports teams (the Florida Gators and the Tampa Bay Buccaneers).

 

Firm Name

Zeniki Wealth

Firm Bio

Zeniki Wealth is a wealth management firm specializing in comprehensive financial plans, investment management, business owner services, and tax & estate planning.

What We Can Offer You:

  • A High Level of Service:
    • We’re Responsive, Proactive, Transparent and communicate in layman’s terms.
  • A Fair Price:
    • $200 per hour.
  • A Flexible Business Model
  • A Staff that’s Experienced & Credentialed:
  • A Company that’s driven by a Common Passion:
  • Adherence to a High Level of Ethics and Values:
  • Guidance & Expert Financial Advice, Tailored to your Unique Needs
    • For Business Owners: tax minimization strategies, business valuations, legal structure recs, corporate document drafting/review.
    • For HNW: Trust type comparison/analysis, estate tax strategies, access to alternative investments, robust investment reporting.
    • For Retirees: social security optimization, retirement withdrawal strategies, tools to make your nest egg go the extra mile.
    • For Pre-Retirees: comprehensive financial plans & retirement plans, debt management & consolidation, customized investment portfolios.

What We Won’t Do:

  • Offer you a standardized set of services and treat you like a number.
  • Focus our practice on marketing & “growing our book” instead of serving and adding value to the clients we have.
  • Sell you high priced or complicated investment products that are designed to enrich others at your expense.
  • Earn a cent in commissions (because we’re fee-only).

Advisor Type

RIA - Zeniki Wealth

Total Assets Under Management

$11000000

Previous Work Experience

Family Office

Duration: 2020 - 2023

Firm SEC/CRD #

7819479

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Education

University of Florida
Bachelor of Science in Accounting
Duration: 2002 - 2006
2
2
Duration: 2002 - 2006

Advisor SEC/CRD #

7819479

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Are you a Fiduciary?

Yes

Do you receive any commissions or fees based upon financial products that you provide to your clients?

No

Methods of Compensation

Assets Under Management (AUM), Flat Fee, Hourly Fee

Specialties

Preferred Client Type

Investment Philosophy

Long-Term investing strategies focused on minimizing investment costs and taxes.  Low-cost ETFs typically form the core of client portfolios.  For applicable clients, alternative investments also make up a portion of the portfolio as well.

Contact:

3319 West Swann Avenue
Tampa, Florida 33609

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