Kyle Birmingham has been an investment adviser representative at Quorus since May 2023, and is not listed among the firm’s executive officers or direct owners. Kyle Birmingham holds an MBA from the University of Chicago Booth School of Business. Kyle Birmingham studied at the University of South Carolina.
Quorus Inc. is a Westport, CT firm with $148M under management, 174 clients and 3 advisers across 3 offices, as of its June 2026 filing.
Kyle Birmingham is Co-founder & Head of Portfolio Management of Quorus, based in Westport, CT. He oversees portfolio construction, investment research, tax methodology, and trading. He began his career at Vanguard in strategy and investment management, including overseeing its multi-billion-dollar active equity franchise.
Professional designations
Listed by Quorus
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Kyle Birmingham is registered as an investment adviser representative in 4 states. The first approvals date from May 2023; the most recent is California, in February 2026.
- CaliforniaSince 25 February 2026
- New YorkSince 21 November 2025
- PennsylvaniaSince 25 May 2023
- TexasSince 30 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 13 August 2013 |
| Series 7 | General Securities Representative Examination | 2 August 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kyle Joseph Birmingham
- CRD
- 6223796
- Firm
- Quorus · CRD 323161
- Office
- 221 North Olive St., Media, PA 19063
- Registration
- Investment adviser registration
- In the industry since
- May 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- quorus.io
Where does Kyle Birmingham work?
Kyle Birmingham is an investment adviser representative registered through Quorus Inc. since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Kyle Birmingham a financial advisor?
Yes. Kyle Birmingham has a current investment-adviser registration in California, New York, Pennsylvania and Texas, through Quorus since May 2023.
How many years of experience does Kyle Birmingham have?
Kyle Birmingham has 9 years in the financial industry, since May 2017, across 1 adviser firm.
What exams has Kyle Birmingham passed?
Kyle Birmingham has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in August 2013. FINRA credited Kyle Birmingham with the SIE, which began in October 2018.
Where is Kyle Birmingham based?
Kyle Birmingham’s registered office is in Media, PA.
Is Kyle Birmingham registered with FINRA?
No. Kyle Birmingham has no current broker registration.
Is Kyle Birmingham a CFA charterholder?
Quorus lists Kyle Birmingham with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Kyle Birmingham’s record?
Search CRD 6223796 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Birmingham’s full registration record.
