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Kyle Albahary

Strategic Advisers LLC

Doylestown, PA

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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
PA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Doylestown, PA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Princeton NJ 08/2021 Present
Viabill New York NY 02/2020 04/2020
Prepaid Expense Card Solutions (Dba Pex) New York NY 09/2018 01/2020
Salesforce New York NY 05/2017 09/2018
Sungard Availability Services Wayne PA 11/2014 05/2017
Unemployed New York NY 04/2020 08/2021
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → Present
    Fidelity Investments
    Princeton, NJ
  • 02/2020 → 04/2020
    Viabill
    New York, NY
  • 09/2018 → 01/2020
    Prepaid Expense Card Solutions (Dba Pex)
    New York, NY
  • 05/2017 → 09/2018
    Salesforce
    New York, NY
  • 11/2014 → 05/2017
    Sungard Availability Services
    Wayne, PA
  • 04/2020 → 08/2021
    Unemployed
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Princeton, NJ
Other Businesses

OBA-130878|OrgNmn:Nathional Treasures LLC|Org Addr:Doylestown,Pennsylvan,US|OBA Nature:ecommerce business selling cus|Invst Rel:N|Title:Sole Proprietor|Duties:create/list custom items for online sale|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-24
  • S66 Uniform Combined State Law Examination
    2022-06-24
Other Names
  • Kyle Scott Albahary
  • Kyle Albahary

View on SEC IAPD

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