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RIA / WealthAdvisorCertified Financial Planner10 years in industry

KYLE ALBERT FOITO

Advisor at SAVANT WEALTH MANAGEMENT

Guilford, CT | ROCKFORD, IL

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Search this name across graphsid dfx:ria:ff791a7b-fb88-45fa-ee03-8e2b1fd06961

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jun 4, 2018 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SAVANT WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: May 31, 2018
First registration: Jun 4, 2018
Dual registered: no
Other names: Kyle Albert Foito|KYLE FOITO
IAPD individual key: 6924764

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SAVANT WEALTH MANAGEMENT	Independent wealth	Apr 17, 2026	n/a	yes	ROCKFORD, IL\|Guilford, CT	Current employment
EXENCIAL WEALTH ADVISORS	Former SEC adviser	Mar 20, 2025	Apr 30, 2026	no	Guilford, CT\|OKLAHOMA CITY, OK	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Nov 10, 2022	Jan 30, 2025	no	NEW HAVEN, CT	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 1, 2020	Sep 6, 2022	no	BRIDGEPORT, CT\|STRATFORD, CT\|ESSEX, CT\|OLD LYME, CT\|TRUMBULL, CT	Previous registration
EDWARD JONES	National bd RIA	Jun 4, 2018	Nov 25, 2019	no	TEMPE, AZ\|Trumbull, CT\|ST LOUIS, MO\|STRATFORD, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EXENCIAL WEALTH ADVISORS	SAVANT WEALTH MANAGEMENT	Apr 30, 2026	Apr 17, 2026	-13	Bulk transfer	RIA to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	EXENCIAL WEALTH ADVISORS	Jan 30, 2025	Mar 20, 2025	49	Firm change	Ibd to RIA
LPL FINANCIAL LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Sep 6, 2022	Nov 10, 2022	65	Firm change	RIA to ibd
EDWARD JONES	LPL FINANCIAL LLC	Nov 25, 2019	Jun 1, 2020	189	Firm change	Ibd to ibd

Relationships

Registered with (5)

→ SAVANT WEALTH MANAGEMENTRegistered adviserregistration: current employment
Apr 17, 2026 to presentfactForm ADV
→ EXENCIAL WEALTH ADVISORSRegistered adviserregistration: previous registration
Mar 20, 2025 to Apr 30, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Nov 10, 2022 to Jan 30, 2025factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 1, 2020 to Sep 6, 2022factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jun 4, 2018 to Nov 25, 2019factForm ADV

Dated events

Occurred
Jan 30, 2025
Advisor changed firm
Kyle Albert Foito left Fidelity Personal And Workplace Advisors for Exencial Wealth Advisors (registered 2025-03-20)
Form ADVobserved 6 days ago
Occurred
Sep 6, 2022
Advisor changed firm
Kyle Albert Foito left Lpl Financial Llc for Fidelity Personal And Workplace Advisors (registered 2022-11-10)
Form ADVobserved 6 days ago