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Kyle Pascale

Strategic Advisers LLC

Newtown, PA

Warrington, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Newtown, PA • United States

1520 Main St Ste 201, Warrington, PA 18976-3406 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 04/2012 01/2023
Bank Of America, N.A. Pennington NJ 10/2014 01/2023
Fidelity Investments Warrington PA 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2012 → 01/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pennington, NJ
  • 10/2014 → 01/2023
    Bank Of America, N.A.
    Pennington, NJ
  • 01/2023 → Present
    Fidelity Investments
    Warrington, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-24
  • S66 Uniform Combined State Law Examination
    2014-03-24
Other Names
  • Kyle Pascale
  • Kyle Benjamin Pascale

View on SEC IAPD

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