Kyle Ryan Mclaughlin

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 02/2017
  Florida Blue/Blue Cross
  Jacksonville, FL
• 04/2015 → 09/2016
  Metlife Securities Inc
  Jacksonville, FL
• 08/2017 → 11/2019
  Massmutual
  Jacksonville, FL
• 09/2017 → 11/2019
  Mml Investors Services
  Jacksonville, FL
• 03/2016 → 11/2019
  Corporate One Events
  Jacksonville, FL
• 11/2019 → 05/2021
  American Portfolios Financial Services
  Holbrook, NY
• 06/2021 → Present
  Fidelity Investments
  Jacksonville, FL
• 08/2012 → Present
  Student
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-10-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-10-08

Other Names

• Kyle Mclaughlin
• Kyle Ryan Mclaughlin