Kyle M. Boucher

PCM ENCORE

Colorado Springs, CO 80903

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CRD#: 6780866

Professional summary

Kyle Matthew Boucher, CFP®, CPWA®, who also goes by Kyle Boucher, is a registered financial advisor currently at PCM ENCORE, LLC located in Colorado Springs, Colorado.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Kyle has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle Boucher

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 Matthew Boucher'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®

CFP^®

Certified Financial Planner

Start date: 2020

CPWA^®

Certified Private Wealth Advisor

Start date: 2022-05-03

Expire date: 2024-04-30

Experience

Current

June 6, 2025 - Present

PCM ENCORE, LLC

Office #1: 121 S. Tejon St. Suite 700, Colorado Springs, CO 80903

RIA

CRD#: 333127

Colorado Springs, CO

Past

March 20, 2023 - May 28, 2025

MORGAN STANLEY

RIA

CRD#: 149777

COLORADO SPRINGS, CO

Past

March 20, 2023 - May 28, 2025

MORGAN STANLEY

CRD#: 149777

COLORADO SPRINGS, CO

Past

January 20, 2021 - March 8, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

GREENWOOD VILLAGE, CO

Past

December 18, 2020 - March 1, 2023

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

DENVER, CO

Past

May 21, 2018 - October 13, 2020

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Lone Tree, CO

Past

October 5, 2017 - October 13, 2020

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Lone Tree, CO

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".

PCM ENCORE, LLC

ENCORE | PCM ENCORE, LLC | ENCORE INVESTMENT

CRD#: 333127 / SEC#: 801-131243

RIA

Registered Investment Advisory firm - (10/3/2024 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

Colorado
(6/6/2025)

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: 5/21/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/16/2017

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: 10/5/2017

General Securities Representative Examination

Current Firm

PCM ENCORE, LLC

ENCORE | PCM ENCORE, LLC | ENCORE INVESTMENT

CRD#: 333127 / SEC#: 801-131243

RIA

Registered Investment Advisory firm - (10/3/2024 Approved)

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Contact information

Main Address

520 E Cooper Ave. Ste. 7c, Aspen, CO 81611

Mailing Address

Phone number

(425) 214-1755

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR PCM ENCORE, LLC (11/11/2025)

Regulatory assets under management

Total Number of Accounts	53
AUM (Assets Under Management)	$ 1,235,192,427

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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Advisor Monitoring

Firm Stability Insights

Kyle M. Boucher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Matthew Boucher's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

PCM ENCORE, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/21/2018

Series 63

Date: 10/16/2017

SIE

Date: 10/1/2018

Series 7

Date: 10/5/2017

Current Firm

PCM ENCORE, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PCM ENCORE, LLC

TRUST BUT VERIFY

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