Kyle J. Birmingham

QUORUS

Media, PA 19063

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CRD#: 6223796

Professional summary

Kyle Joseph Birmingham is a registered financial advisor currently at QUORUS INC. located in Media, Pennsylvania.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Kyle has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Mr. Birmingham volunteers as a member of the Board of Directors for The Association for Frontotemporal Degeneration (AFTD), a 501(c)(3) non-profit organization supporting FTD patients, caregivers, and the medical community. The business is not investment-related. However, the foundation oversees an investment portfolio to fund operations and grants. In his duties, Mr. Birmingham sits on the foundation's finance committee, development committee, and the investment sub-committee. The investment sub-committee oversees the external trust manager, Haverford Trust, which manages the organization's investment portfolio. He dedicates approximately 3 hours per month to this role. Board meetings take place after market hours. However, some may take place during market hours, depending on schedules. AFTD is located at 2700 Horizon Drive, King of Prussia, PA 19406.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Joseph Birmingham's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 25, 2023 - Present

QUORUS INC.

Office #1: 221 North Olive St., Media, PA 19063

RIA

CRD#: 323161

Media, PA

Past

August 2, 2013 - July 25, 2019

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(5/25/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/13/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/2/2013

General Securities Representative Examination

Current Firm

QUORUS INC.

CRD#: 323161 / SEC#:

Connecticut

Registered Investment Advisory firm - (1/27/2023 Approved)

Pennsylvania

Registered Investment Advisory firm - (5/25/2023 Approved)

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Contact information

Main Address

500 Post Road East 2nd Fl, Suite 303, Westport, CT 06880

Mailing Address

Phone number

(929) 560-2588

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	23
AUM (Assets Under Management)	$ 4,561,349

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Kyle J. Birmingham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Joseph Birmingham's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUORUS INC.

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 8/13/2013

SIE

Date: 10/1/2018

Series 7

Date: 8/2/2013

Current Firm

QUORUS INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

QUORUS INC.

TRUST BUT VERIFY

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