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Kyle Andrew Vorlop

Investment adviser representative at Invesco Managed Accounts, LLC
24 yearsExperience
52 statesRegistered in
$31.3BFirm assets
23 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

24 years in the industry.

  1. Invesco Managed Accounts, LLCAug 2024 to now
  2. InvescoJul 2020 to now
  3. UnemployedMay 2020 to Jul 2020
  4. Full-time EducationAug 2019 to May 2020
  5. Allianz Global InvestorsJun 2019 to Aug 2019
  6. Full-time EducationJul 2018 to Jun 2019
  7. Wells Fargo AdvisorsMay 2018 to Jul 2018
  8. Full-time StudentJul 2017 to May 2018
  9. Wells Fargo AdvisorsMay 2017 to Jul 2017
  10. Full-time EducationAug 2002 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 52 states (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VI, VT, WA, WI, WV, WY).

Invesco Managed Accounts, LLC

$31.3BAssets managed
17,443Clients
17Advisers
23 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6813099
Firm CRD
154461
Advisor's SEC record (opens in a new tab)
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