Kyle Carter Beverly

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

• 05/2016 → 02/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 10/2016 → 07/2017
  Northwestern Mutual Investment Services Llc
  Columbus, OH
• 12/2017 → 01/2018
  United Parcel Service
  Columbus, OH
• 02/2018 → 07/2019
  Christopher Moore
  Columbus, OH
• 02/2018 → 07/2019
  Michael Cohen
  Columbus, OH
• 03/2018 → 07/2019
  Northwestern Mutual Investment Services, Llc
  Columbus, OH
• 08/2019 → Present
  Fidelity Brokerage Services Llc
  Durham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-10-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2019-11-25
• S63 Uniform Securities Agent State Law Examination
  2018-06-02

Other Names

• Kyle C Beverly
• Kyle Carter Beverly