Kyle McCauley has been Chief Compliance Officer of Entrust Investment Services since January 2023, is a control person of the firm and directly owns between 50% and 75% of it.
Entrust Investment Services, Inc is a Campbell, CA firm with $141M under management, 170 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Kyle McCauley’s longest registration was 4 years at City Center Advisors, LLC (2018–2023). Before joining Entrust Investment Services in 2023, Kyle McCauley was registered through City Center Advisors, LLC and Corecap Advisors.
- – present · 3 yearsCampbell, CA · Adviser representative · Firm CRD 324860
- City Center Advisors, LLC– · 4 yearsLapeer, MI · Adviser representative · Firm CRD 203513
- Corecap Advisors– · 3 yearsSouthfield, MI · Adviser representative · Firm CRD 158819
- Securian Financial Services, Inc.– · under a yearOmaha, NE · Adviser representative · Firm CRD 15296
Investment adviser representative registrations
Kyle McCauley is registered as an investment adviser representative in 2 states. Each was approved in April 2024.
- New HampshireSince 19 April 2024
- WashingtonSince 16 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 April 2014 |
| Series 7 | General Securities Representative Examination | 28 March 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kyle Jackson McCauley
- CRD
- 6309847
- Firm
- Entrust Investment Services · CRD 324860
- Role
- Chief Compliance Officer
- Office
- 1901 S BASCOM AVENUE, SUITE 1150, Campbell, CA 95008
- Registration
- Investment adviser registration
- In the industry since
- August 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Kyle McCauley work?
Kyle McCauley has been Chief Compliance Officer of Entrust Investment Services, Inc since January 2023, and is a control person of the firm.
Is Kyle McCauley a financial advisor?
Yes. Kyle McCauley has a current investment-adviser registration in New Hampshire and Washington, through Entrust Investment Services since February 2023.
How many years of experience does Kyle McCauley have?
Kyle McCauley has 12 years in the financial industry, since August 2014, across 4 adviser firms.
What exams has Kyle McCauley passed?
Kyle McCauley has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2014. FINRA credited Kyle McCauley with the SIE, which began in October 2018.
Where did Kyle McCauley work before Entrust Investment Services?
Before Entrust Investment Services, Kyle McCauley was registered through Corecap Advisors, January 2015 to December 2018; Securian Financial Services, Inc., May 2014 to August 2014.
Where is Kyle McCauley based?
Kyle McCauley’s registered office is in Campbell, CA.
Is Kyle McCauley registered with FINRA?
No. Kyle McCauley has no current broker registration.
How can I verify Kyle McCauley’s record?
Search CRD 6309847 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle McCauley’s full registration record.