Thomas Stewart Kyle
Investment adviser representative at Ep Wealth Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$45.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Ep Wealth Advisors, LLC.Mar 2023 to now
- Benefit Financial Services GroupJun 2022 to Mar 2023
- LPL FinancialMar 2022 to Jun 2022
- Simpsons Premium LtdJul 2021 to Jan 2022
- Concordia University IrvineJan 2019 to Jun 2021
- Department of International Trade (uk Government)Jan 2018 to Dec 2018
- Cypress CollegeAug 2016 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ep Wealth Advisors
Legal name: Ep Wealth Advisors, LLC.
$45.1BAssets managed
20,738Clients
339Advisers
39 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
- 7529491
- Firm CRD
- 111147