Kyle J. Mccauley

ENTRUST INVESTMENT SERVICES,

Campbell, CA 95008

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CRD#: 6309847

Professional summary

Kyle Jackson Mccauley is a registered financial advisor currently at ENTRUST INVESTMENT SERVICES, INC located in Campbell, California.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kyle has worked at 5 firms and has passed the Series 66, 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.

1) City Center Advisors, LLC; investment related; started 12/2018; Troy, MI; member/Investment Advisor; Investment business, conducted concurrently. 40 hrs/wk including during trading hours. 2) Green Pastures CSA, LLC; not inv related; started 04/2022; Lapeer, MI; Owner; farming business; 40 hrs/mo; 0 hrs druing trading hrs. 1)Entrust Investment Services LLC; investment related; started 01/2023; Troy, MI; member/Investment Advisor; Investment business, conducted concurrently. 40 hrs/wk including during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Jackson Mccauley'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®

None

Experience

Current

February 17, 2023 - Present

ENTRUST INVESTMENT SERVICES, INC

Office #1: 1901 S Bascom Avenue Suite 1150, Campbell, CA 95008

RIA

CRD#: 324860

Campbell, CA

Past

December 3, 2018 - June 30, 2023

CITY CENTER ADVISORS, LLC

RIA

CRD#: 203513

LAPEER, MI

Past

January 12, 2015 - December 4, 2018

CORECAP ADVISORS

RIA

CRD#: 158819

SOUTHFIELD, MI

Past

January 2, 2015 - December 4, 2018

CORECAP INVESTMENTS, LLC

CRD#: 37068

SOUTHFIELD, MI

Past

May 15, 2014 - August 21, 2014

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

OMAHA, NE

Past

March 28, 2014 - August 21, 2014

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

OMAHA, NE

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".

ENTRUST INVESTMENT SERVICES, INC

ENTRUST INVESTMENT SERVICES, INC | ENTRUST INVESTMENT SERVICES, LLC

CRD#: 324860 / SEC#: 801-127318

RIA

Registered Investment Advisory firm - (4/16/2024 Approved)

California

Registered Investment Advisory firm - (6/2/2023 Approved)

Michigan

Registered Investment Advisory firm - (2/9/2023 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

California
(6/2/2023)

IAR

Michigan
(2/17/2023)

IAR

New Hampshire
(4/19/2024)

IAR

Washington
(4/16/2024)

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

IAR

Series 66

Date: 4/17/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/28/2014

General Securities Representative Examination

Current Firm

ENTRUST INVESTMENT SERVICES, INC

ENTRUST INVESTMENT SERVICES, INC | ENTRUST INVESTMENT SERVICES, LLC

CRD#: 324860 / SEC#: 801-127318

RIA

Registered Investment Advisory firm - (4/16/2024 Approved)

California

Registered Investment Advisory firm - (6/2/2023 Approved)

Michigan

Registered Investment Advisory firm - (2/9/2023 Approved)

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Contact information

Main Address

1901 S Bascom Avenue Suite 1150, Campbell, CA 95008

Mailing Address

Phone number

(408) 429-8444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ENTRUST INVESTMENT SERVICES, LLC FORM ADV PART 2 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	403
AUM (Assets Under Management)	$ 118,318,151

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.

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Kyle J. Mccauley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Jackson Mccauley's CRS (Customer Relationship Summary).

Certified licenses

Experience

CITY CENTER ADVISORS, LLC

CORECAP ADVISORS

CORECAP INVESTMENTS, LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

ENTRUST INVESTMENT SERVICES, INC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/17/2014

SIE

Date: 10/1/2018

Series 7

Date: 3/28/2014

Current Firm

ENTRUST INVESTMENT SERVICES, INC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENTRUST INVESTMENT SERVICES, INC

TRUST BUT VERIFY

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