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Kyle Monaco

Strategic Advisers LLC

New York, NY

New York, NY

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2070 Broadway, New York, NY 10023-2802 • United States

New York, NY • 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
Madison Public Schools Madison NJ 06/2011 05/2017
Marie's Italian Specialties Chatham NJ 06/2017 08/2017
University Of Wisconsin-Madison Madison WI 09/2017 12/2017
University Of Miami Coral Gables FL 01/2018 05/2018
Morris County Country Club Morristown NJ 06/2018 08/2018
University Of Miami Coral Gables FL 09/2018 05/2019
Centercourt Sports Chatham NJ 06/2019 08/2019
University Of Miami Coral Gables FL 09/2019 05/2020
Fidelity Investments Paramus NJ 06/2020 08/2020
University Of Miami Coral Gables FL 09/2020 05/2021
Fidelity Investments New York NY 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2011 → 05/2017
    Madison Public Schools
    Madison, NJ
  • 06/2017 → 08/2017
    Marie's Italian Specialties
    Chatham, NJ
  • 09/2017 → 12/2017
    University Of Wisconsin-Madison
    Madison, WI
  • 01/2018 → 05/2018
    University Of Miami
    Coral Gables, FL
  • 06/2018 → 08/2018
    Morris County Country Club
    Morristown, NJ
  • 09/2018 → 05/2019
    University Of Miami
    Coral Gables, FL
  • 06/2019 → 08/2019
    Centercourt Sports
    Chatham, NJ
  • 09/2019 → 05/2020
    University Of Miami
    Coral Gables, FL
  • 06/2020 → 08/2020
    Fidelity Investments
    Paramus, NJ
  • 09/2020 → 05/2021
    University Of Miami
    Coral Gables, FL
  • 06/2021 → Present
    Fidelity Investments
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-04
  • S66 Uniform Combined State Law Examination
    2022-02-04

View on SEC IAPD

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