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Kyle J McGrath

Foreside Fund Services, LLC

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About Kyle J McGrath

Kyle McGrath is a registered representative with Foreside Fund Services, LLC, a firm that provides fund administration, investor relations, and marketing services to investment funds. Kyle has over 12 years of experience in the financial services industry, specializing in the areas of securities and commodities. Kyle is registered in 14 states, including Connecticut, Delaware, District of Columbia, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont, Virginia, and West Virginia. Kyle holds the Series 3, Series 7, and Series 63 licenses. In addition, Kyle has passed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE).

Firm Information

Kyle McGrath is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Kyle McGrath’s Registration & Firm History

NY

02/01/2018 - Present

Foreside Fund Services, LLC (New York NY)

NY

12/16/2014 - 11/03/2017

FORESIDE FUND SERVICES, LLC (New York NY)

NY

08/19/2013 - 12/31/2014

ALPS DISTRIBUTORS, INC. (NEW YORK NY)

NJ

08/19/2010 - 07/30/2013

HENNION & WALSH, INC. (PARSIPPANY NJ)

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Licenses & Designations

IA

Issued 09/29/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/31/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/08/2021

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle J McGrath.
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