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Anthony R. Lyle

Strategic Advisers LLC

Pleasant Hill, 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
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Pleasant Hill, CA • 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Westlake TX 02/2016 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2016 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-09-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mountain View, CA
Other Businesses

OBA-121826|OrgNmn:Fiction Writer|Org Addr:San Jose,California,US|OBA Nature:Writer (non-finance related)|Invst Rel:N|Title:Sole Proprietor|Duties:Possible public appearances on podcasts or online interviews|StrtDt:08-01-25|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-27
S63 Uniform Securities Agent State Law Examination 2016-03-25
  • S66 Uniform Combined State Law Examination
    2018-08-27
  • S63 Uniform Securities Agent State Law Examination
    2016-03-25
Other Names
  • Anthony Robert Lyle

View on SEC IAPD

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