Kyle Foito

EXENCIAL WEALTH ADVISORS | Financial Consultant I

Guilford, CT 06437

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CRD#: 6924764

Professional summary

Kyle Foito, who also goes by Kyle Albert Foito, is a registered financial advisor currently at EXENCIAL WEALTH ADVISORS located in Guilford, Connecticut.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kyle has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

As a Financial Consultant, I partner with clients and their families to help them progress toward their wealth planning goals. Together with our team, we are dedicated to understanding what is most important to our clients and long-term relationships built upon mutual trust and communication.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle Albert Foito

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)04/22/2020 - Webster Investments - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 06/2020 2)04/22/2020 - Wenster Bank - Financial Institution Duty - inv rel - at reported business location(s) - start: 6/2020 - 160 hr/mth

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Foito'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

Education

East Carolina University

Bachelor of Economics - Economics Major, business minor

2016

Experience

Current

March 20, 2025 - Present

EXENCIAL WEALTH ADVISORS

Office #1: 246 Goose Lane, Suite 201, Guilford, CT 06437

RIA

CRD#: 130475

Guilford, CT

Past

November 10, 2022 - January 30, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

NEW HAVEN, CT

Past

October 28, 2022 - January 30, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

NEW HAVEN, CT

Past

June 1, 2020 - September 6, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

BRIDGEPORT, CT

Past

June 1, 2020 - September 6, 2022

LPL FINANCIAL LLC

CRD#: 6413

BRIDGEPORT, CT

Past

June 4, 2018 - November 25, 2019

EDWARD JONES

RIA

CRD#: 250

STRATFORD, CT

Past

May 9, 2018 - November 25, 2019

EDWARD JONES

CRD#: 250

STRATFORD, CT

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".

EXENCIAL WEALTH ADVISORS

CRD#: 130475 / SEC#: 801-62789

RIA

Registered Investment Advisory firm - (2/9/2004 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

Connecticut
(3/20/2025)

IAR

Oklahoma
(3/20/2025)

IAR

Texas
(3/20/2025)

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: 5/31/2018

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: 5/9/2018

General Securities Representative Examination

Current Firm

EXENCIAL WEALTH ADVISORS

CRD#: 130475 / SEC#: 801-62789

RIA

Registered Investment Advisory firm - (2/9/2004 Approved)

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Contact information

Main Address

9108 N. Kelley Avenue, Oklahoma City, OK 73131

Mailing Address

Phone number

(405) 478-1971

Established

Firm type

Fiscal year end

# of Employees

117

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EXENCIAL WEALTH ADVISOR ADV 2A 3-25-2025 (3/25/2025)

2024 AUDITED BALANCE SHEET (3/25/2025)

Regulatory assets under management

Total Number of Accounts	9,357
AUM (Assets Under Management)	$ 5,301,377,514

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report
08/27/2024	Cover Page	Report
11/20/2023	Cover Page	Report

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.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Kyle Foito

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Education

East Carolina University

Experience

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

EXENCIAL WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 5/31/2018

SIE

Date: 10/1/2018

Series 7

Date: 5/9/2018

Current Firm

EXENCIAL WEALTH ADVISORS

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EXENCIAL WEALTH ADVISORS

TRUST BUT VERIFY

Contact information

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