Kyle
Foito
Exencial Wealth Advisors
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About this Advisor
Kyle Foito is a financial advisor based in Guilford, Connecticut, working with Exencial Wealth Advisors. Kyle has previously held positions at Edward Jones, House Whisperer'S, Lockheed Martin, Fire American Tavern, The Way, East Carolina University Campus Living, Lpl Financial LLC, Webster Bank, Fidelity Investments LLC, and Exencial Wealth Advisors LLC. Kyle has passed the Series 66 regulatory exam and is registered to provide services in Connecticut, Oklahoma, and Texas. Currently, Kyle is part of Exencial Wealth Advisors, which operates out of Guilford, Connecticut. The firm has 12 offices and 117 employees. Exencial Wealth Advisors manages assets totaling $5.3 billion and serves both charitable organizations and high-net-worth individuals. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Exencial Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Exencial Wealth Advisors Brokerage Details
$5,301,377,514
117
9,357
$566,568
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Kyle Foito Work History
Exencial Wealth Advisors LLC
Fidelity Investments LLC
Lpl Financial LLC
Webster Bank
Edward Jones
House Whisperer'S
Lockheed Martin
Fire American Tavern
The Way
Lockheed Martin
East Carolina University Campus Living
Disclosures
Please visit the SEC profile of Kyle Foito to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Exencial Wealth Advisors
Oklahoma City, OK
Huntersville, NC
San Antonio, TX
Oklahoma City, OK
Oklahoma City, OK
Dallas, TX
Guilford, CT
Oklahoma City, OK
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