Kyle S. Evans

MONDRIAN INVESTMENT PARTNERS (U.S.)

Radnor, PA 19087

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CRD#: 7265651

Professional summary

Kyle S Evans, who also goes by Kyle Evans, is a registered financial advisor currently at MONDRIAN INVESTMENT PARTNERS (U.S.), INC. located in Radnor, Pennsylvania and FORESIDE FUND SERVICES, LLC located in Radnor, Pennsylvania.

Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Kyle has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle Evans

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.

Mondrian Investment Partners; Radnor, PA; Investment Related; Began 06/27/2017; Asset Management; Senior Associate, US Client Services; support the Business Development team, researching, creating reports, and compiling information for the client facing Business Development Officers to be fully prepared for meetings with potential new clients as well as creating new strategies to get meetings with potential new clients.; 180 hours per month. 2) Awbury GP, LLC; Investment related; Malvern, PA; Began 01/01/2020; Investment Administration; Manager; administration of the business as the sole General Partner to the Awbury Partners, LP. 10 hours per month with zero hours during securities trading hours. 3) Awbury Partners, LP; Investment Related; Malvern, PA; Began 01/01/2012; Family pooled investment partnership; Limited Partner; As a limited partner I have the power to vote on all major policy decisions regarding the partnership; zero hours per monnth.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle S Evans'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

November 27, 2024 - Present

MONDRIAN INVESTMENT PARTNERS (U.S.), INC.

Office #1: 201 King Of Prussia Road Suite 620, Radnor, PA 19087

RIA

CRD#: 132427

Radnor, PA

Current

September 30, 2020 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 201 King Of Prussia Road Suite 620, Radnor, PA 19087

CRD#: 46106

Radnor, 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(1/12/2021)

Alaska
(1/12/2021)

Arizona
(1/12/2021)

Arkansas
(1/12/2021)

California
(1/12/2021)

Colorado
(1/12/2021)

Connecticut
(1/12/2021)

Delaware
(1/12/2021)

District of Columbia
(1/12/2021)

Florida
(1/12/2021)

Georgia
(1/12/2021)

Hawaii
(1/12/2021)

Idaho
(1/12/2021)

Illinois
(1/12/2021)

Indiana
(1/12/2021)

Iowa
(1/12/2021)

Kansas
(1/12/2021)

Kentucky
(1/12/2021)

Louisiana
(1/12/2021)

Maine
(1/12/2021)

Maryland
(1/12/2021)

Massachusetts
(1/12/2021)

Michigan
(1/12/2021)

Minnesota
(1/12/2021)

Mississippi
(1/12/2021)

Missouri
(1/12/2021)

Montana
(1/12/2021)

Nebraska
(1/12/2021)

Nevada
(1/12/2021)

New Hampshire
(1/12/2021)

New Jersey
(1/12/2021)

New Mexico
(1/12/2021)

New York
(1/12/2021)

North Carolina
(1/12/2021)

North Dakota
(1/12/2021)

Ohio
(1/12/2021)

Oklahoma
(1/12/2021)

Oregon
(1/12/2021)

Pennsylvania
(1/12/2021)

IAR

Pennsylvania
(11/27/2024)

Rhode Island
(1/12/2021)

South Carolina
(1/12/2021)

South Dakota
(1/12/2021)

Tennessee
(1/12/2021)

Texas
(1/12/2021)

Utah
(1/12/2021)

Vermont
(1/12/2021)

Virginia
(1/12/2021)

Washington
(1/12/2021)

West Virginia
(1/12/2021)

Wisconsin
(1/12/2021)

Wyoming
(1/12/2021)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 1/7/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/30/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/21/2020

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

MONDRIAN INVESTMENT PARTNERS (U.S.), INC.

ATLANTIC VALUE PARTNERS(US),INC | ROTHKO INVESTMENT STRATEGIES | MONDRIAN INVESTMENT PARTNERS (U.S.), INC.

CRD#: 132427 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (9/15/2004 Approved)

Texas

Registered Investment Advisory firm - (4/25/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

201 King Of Prussia Road Suite 620, Radnor, PA 19087

Mailing Address

Phone number

(215) 825-4500

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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 S. Evans

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MONDRIAN INVESTMENT PARTNERS (U.S.), INC.

FORESIDE FUND SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/7/2021

Series 7TO

Date: 9/30/2020

SIE

Date: 7/21/2020

FINRA

Current Firm

MONDRIAN INVESTMENT PARTNERS (U.S.), INC.

Contact information

Documents

Red Flags

Company Information

MONDRIAN INVESTMENT PARTNERS (U.S.), INC.

TRUST BUT VERIFY

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