Kyle Stefano

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

• 12/2020 → Present
  Fidelity Investments
  Durham, NC
• 10/2020 → 12/2020
  Unemployed
  N/A, XX
• 09/2020 → 10/2020
  Brittany Monsour Agency - State Farm Insurance
  Cary, NC
• 07/2020 → 09/2020
  Unemployed
  N/A, XX
• 04/2020 → 07/2020
  Project Shift Software Engineering Fellowship
  Durham, NC
• 06/2018 → 04/2020
  Sirius Computer Solutions
  Raleigh, NC
• 03/2017 → 06/2018
  Jeff Caufield Agency - Allstate Insurance
  Morrisville, NC
• 09/2016 → 03/2017
  Crossroads Automotive Group - Infiniti Of Apex
  Apex, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-12-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2022-11-21
• S63 Uniform Securities Agent State Law Examination
  2021-10-04

Other Names

• Kyle James Stefano
• Kyle Stefano