Unclaimed Profile

Kyle Edwin Beveridge

INVICTA ADVISORS LLC·MONROEVILLE, Pennsylvania

SIE, Series 7, Series 24, Series 63, Series 66Clean record26 years registeredINVICTA ADVISORS LLC

2790 MOSSIDE BOULEVARD, MONROEVILLE, PA 15146CRD# 1140847Firm CRD# 298868

Profile Verification

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

Identity

Kyle Edwin Beveridge · MONROEVILLE, PA

Registration

CRD #1140847 · INVICTA ADVISORS LLC · 26 years registered

Brand Profile

Not yet started

Career History

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Feb 2023 – present

INVICTA ADVISORS LLC

Nov 2018 – Feb 2023

Mansfield, OH

TRUSTMONT ADVISORY GROUP, INC.

Feb 2016 – Dec 2018

MANSFIELD, OH

SSN ADVISORY, INC.

Apr 2015 – Feb 2016

MANSFIELD, OH

ESB WEALTH MANAGEMENT, LLC

Feb 2013 – Dec 2015

MANSFIELD, OH

INVESTMENT ADVISORS

Aug 1999 – Nov 2012

MANSFIELD, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · August 19, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INVICTA ADVISORS LLC

CRD 298868 · SEC 801-114114

AUM

$192M

Regulatory assets under management

Employees

1,192 client accounts

Services offered by INVICTA ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INVICTA ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Kyle Edwin Beveridge offer?

Kyle Edwin Beveridge specializes in Financial Planning, Investment Management. Contact their office in MONROEVILLE, Pennsylvania for a consultation.

What are Kyle Edwin Beveridge's credentials?

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

Where is Kyle Edwin Beveridge located?

Kyle Edwin Beveridge is based in MONROEVILLE, Pennsylvania, working with INVICTA ADVISORS LLC. Their office serves clients in the MONROEVILLE metropolitan area and surrounding communities.

How does Kyle Edwin Beveridge charge for services?

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

How large is INVICTA ADVISORS LLC?

INVICTA ADVISORS LLC has approximately 43 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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