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Kyle Schmidt

Strategic Advisers LLC

San Diego, CA

San Diego, 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

7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108-4516 • United States

San Diego, 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
Natixis Investment Managers Boston MA 02/2021 01/2024
Forward Financing, Llc Boston MA 09/2020 02/2021
Forward Financing, Llc Boston MA 08/2019 03/2020
Forward Financing, Llc Boston MA 02/2019 07/2019
Votacall, Inc. Boston MA 06/2018 02/2019
National Grid, Plc Waltham MA 06/2017 08/2017
Bentley University Waltham MA 09/2014 05/2018
Unemployed N/A MA 03/2020 09/2020
Fidelity Investments San Diego CA 01/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2021 → 01/2024
    Natixis Investment Managers
    Boston, MA
  • 09/2020 → 02/2021
    Forward Financing, Llc
    Boston, MA
  • 08/2019 → 03/2020
    Forward Financing, Llc
    Boston, MA
  • 02/2019 → 07/2019
    Forward Financing, Llc
    Boston, MA
  • 06/2018 → 02/2019
    Votacall, Inc.
    Boston, MA
  • 06/2017 → 08/2017
    National Grid, Plc
    Waltham, MA
  • 09/2014 → 05/2018
    Bentley University
    Waltham, MA
  • 03/2020 → 09/2020
    Unemployed
    N/A, MA
  • 01/2024 → Present
    Fidelity Investments
    San Diego, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Diego, CA
  • 2021-05-05 → 2023-09-11
    Natixis Advisors, Llc
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-16
  • S66 Uniform Combined State Law Examination
    2021-01-16
Other Names
  • Kyle Andrew Schmidt

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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