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KM

Kyle E. Mcgrath

RIVERPOINT WEALTH MANAGEMENT
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 6300391
KM

Professional summary

Kyle Edmond Mcgrath, CFA, who also goes by Kyle Mcgrath, is a registered financial advisor currently at RIVERPOINT WEALTH MANAGEMENT located in Chicago, Illinois.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kyle has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kyle Mcgrath

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Edmond Mcgrath's CRS (Customer Relationship Summary).
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®
CFA

Chartered Financial Analyst

Experience

Current

March 24, 2026 - Present

RIVERPOINT WEALTH MANAGEMENT

Office #1: 200 South Wacker Drive Suite 2330, Chicago, IL 60606
RIA
CRD#: 168346
Chicago, IL
Past

August 10, 2016 - February 14, 2018

ALLIANCEBERNSTEIN L.P.

RIA
CRD#: 108477
NEW YORK, NY
Past

July 20, 2016 - February 14, 2018

ALLIANCEBERNSTEIN INVESTMENTS, INC.

BD
CRD#: 14549
NEW YORK, NY
Past

January 6, 2016 - February 8, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RW
RIVERPOINT WEALTH MANAGEMENT
RIVERPOINT WEALTH MANAGEMENT | RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC

CRD#: 168346 / SEC#: 801-78487

RIA
Registered Investment Advisory firm - (9/10/2013 Approved)

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
Illinois
(3/24/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/1/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/14/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/6/2016
General Securities Representative Examination

Current Firm

RW
RIVERPOINT WEALTH MANAGEMENT
RIVERPOINT WEALTH MANAGEMENT | RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC

CRD#: 168346 / SEC#: 801-78487

RIA
Registered Investment Advisory firm - (9/10/2013 Approved)
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Contact information

Main Address
200 South Wacker Drive Suite 2330, Chicago, IL 60606
Mailing Address
Phone number
(312) 239-1330
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (7/22/2025)
FORM ADV PART 2A - APPENDIX 1: WRAP FEE PROGRAM BROCHURE (1/30/2025)

Regulatory assets under management

Total Number of Accounts983
AUM (Assets Under Management)$ 747,803,093

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

RIVERPOINT WEALTH MANAGEMENT

CRD#: 168346Chicago, IL 60606

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