Kyle Baildon

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

• 07/2016 → 04/2017
  E*Trade Securities Llc
  Alpharetta, GA
• 04/2017 → 11/2017
  E*Trade Securities Llc
  Alpharetta, GA
• 11/2017 → 02/2023
  E*Trade Securities Llc
  Alpharetta, GA
• 09/2018 → 02/2023
  E*Trade Capital Management Llc
  Alpharetta, GA
• 02/2023 → Present
  Fidelity Investments
  Atlanta, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-03-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Atlanta, GA
• 2019-03-15 → 2023-03-01
  Harrisdirect Llc
  Alpharetta, GA
  Arlington, VA
  Alpharetta, GA
  Alpharetta, GA

Exams

• S66 Uniform Combined State Law Examination
  2019-03-08
• S63 Uniform Securities Agent State Law Examination
  2017-11-20

Other Names

• Kyle Edward Baildon