Kyle Edwin Beveridge
Investment Adviser Representative at Cambridge Investment Research Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kyle Edwin Beveridge is an investment adviser representative with Cambridge Investment Research Advisors, Inc. in Saint James City, FL, where they have been registered since 2023. They have worked in the securities industry since 1984 and have been registered with 6 firms, including Invicta Advisors LLC and Trustmont Advisory Group, Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Florida and Ohio.
Registrations & licenses
- Investment adviser:
- Florida, Ohio
- Broker:
15 states and territories
Arizona, California, Colorado, Florida, Georgia, Illinois, Iowa, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Virginia, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- ESB Investments Inc.Jul 2012 – Jan 2023Mansfield, OH
- ESB Wealth Management, LLCJan 2013 – Dec 2020Mansfield, OH
- E S B Investments IncJan 2015 – Jan 2023Mansfield, OH
- Trustmont Financial Group, Inc.Feb 2016 – Nov 2018Greensburg, PA
- Trustmont Advisory Group, Inc.Feb 2016 – Nov 2018Greensburg, PA
- Cambridge Investment Research, Inc.Feb 2023 – no end date reportedFairfield, IA
- Cambridge Investment Research Advisors, Inc.Feb 2023 – no end date reportedFairfield, IA
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cambridge Investment Research Advisors, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3,948
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Fairfield, IA
- SEC file number:
- 801-63930
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 11, 2026
View full firm profileOther advisors at Cambridge Investment Research Advisors, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kyle Edwin Beveridge has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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