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Kyle Vallejo

Strategic Advisers LLC

Walnut Creek, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Walnut Creek, CA • 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
Nationwide Investment Services Corporation Columbus OH 11/2014 12/2019
Massmutual Springfield MA 12/2019 01/2021
Mml Distributors, Llc Walnut Creek CA 02/2020 01/2021
Gwfs Equities, Inc. Fairway KS 01/2021 07/2021
Fidelity Investments Covington KY 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2014 → 12/2019
    Nationwide Investment Services Corporation
    Columbus, OH
  • 12/2019 → 01/2021
    Massmutual
    Springfield, MA
  • 02/2020 → 01/2021
    Mml Distributors, Llc
    Walnut Creek, CA
  • 01/2021 → 07/2021
    Gwfs Equities, Inc.
    Fairway, KS
  • 07/2021 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-21
S63 Uniform Securities Agent State Law Examination 2017-11-15
  • S65 Uniform Investment Adviser Law Examination
    2017-12-21
  • S63 Uniform Securities Agent State Law Examination
    2017-11-15
Other Names
  • Kyle Michael Vallejo
  • Kyle Vallejo

View on SEC IAPD

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