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Kyle K. Warner

Strategic Advisers LLC

West Hartford, CT

West Hartford, CT

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • United States

West Hartford, CT • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Merrimack NH 06/2007 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2007 → Present
    Fidelity Investments
    Merrimack, NH
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    West Hartford, CT
    West Hartford, CT
  • 2009-10-20 → 2018-07-13
    Strategic Advisers Llc
    West Hartford, CT
    Burlington, MA
  • 2008-02-08 → 2009-07-08
    Strategic Advisers Llc
    Merrimack, NH
    Burlington, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-17
S63 Uniform Securities Agent State Law Examination 2007-04-03
  • S66 Uniform Combined State Law Examination
    2008-04-17
  • S63 Uniform Securities Agent State Law Examination
    2007-04-03
Designations
Other Names
  • Kyle K Warner

View on SEC IAPD

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