Unclaimed Profile

Kyle Jackson Mccauley

ENTRUST INVESTMENT SERVICES, INC·CAMPBELL, California

SIE, Series 7, Series 66Clean record12 years registeredENTRUST INVESTMENT SERVICES, INC

1901 S BASCOM AVENUE, CAMPBELL, CA 95008CRD# 6309847Firm CRD# 324860

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kyle Jackson Mccauley · CAMPBELL, CA

Registration

CRD #6309847 · ENTRUST INVESTMENT SERVICES, INC · 12 years registered

Brand Profile

Not yet started

Career History

ENTRUST INVESTMENT SERVICES, INC

Feb 2023 – present

CITY CENTER ADVISORS, LLC

Dec 2018 – Jun 2023

LAPEER, MI

CORECAP ADVISORS

Jan 2015 – Dec 2018

SOUTHFIELD, MI

SECURIAN FINANCIAL SERVICES, INC.

May 2014 – Aug 2014

OMAHA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 15, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ENTRUST INVESTMENT SERVICES, INC

CRD 324860 · SEC 801-127318

AUM

$92M

Regulatory assets under management

Employees

121 client accounts

Services offered by ENTRUST INVESTMENT SERVICES, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ENTRUST INVESTMENT SERVICES, INC →

Introduction

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Frequently Asked Questions

What services does Kyle Jackson Mccauley offer?

Kyle Jackson Mccauley specializes in Financial Planning, Investment Management. Contact their office in CAMPBELL, California for a consultation.

What are Kyle Jackson Mccauley's credentials?

Kyle Jackson Mccauley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kyle Jackson Mccauley located?

Kyle Jackson Mccauley is based in CAMPBELL, California, working with ENTRUST INVESTMENT SERVICES, INC. Their office serves clients in the CAMPBELL metropolitan area and surrounding communities.

How does Kyle Jackson Mccauley charge for services?

Kyle Jackson Mccauley's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ENTRUST INVESTMENT SERVICES, INC?

ENTRUST INVESTMENT SERVICES, INC has approximately 3 employees and manages $92M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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