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Kyle Kszepka

Strategic Advisers LLC

Palm Beach Gardens, FL

Palm Beach Gardens, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Palm Beach Gardens, FL • United States

3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • 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
Fidelity Brokerage Services Llc Lake Grove NY 05/2018 Present
Upper Montclair Country Club Clifton NJ 03/2017 01/2018
Veritude Lake Grove NY 03/2018 05/2018
Hole In The Wall Golf Club Naples FL 11/2016 03/2017
The Creek Club Locust Valley NY 05/2013 11/2016
Unemployed Glen Cove NY 01/2018 03/2018
Fidelity Investments Boston MA 03/2025 Present
  • 05/2018 → Present
    Fidelity Brokerage Services Llc
    Lake Grove, NY
  • 03/2017 → 01/2018
    Upper Montclair Country Club
    Clifton, NJ
  • 03/2018 → 05/2018
    Veritude
    Lake Grove, NY
  • 11/2016 → 03/2017
    Hole In The Wall Golf Club
    Naples, FL
  • 05/2013 → 11/2016
    The Creek Club
    Locust Valley, NY
  • 01/2018 → 03/2018
    Unemployed
    Glen Cove, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Palm Beach Gardens, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-06
S63 Uniform Securities Agent State Law Examination 2019-03-06
  • S65 Uniform Investment Adviser Law Examination
    2022-02-06
  • S63 Uniform Securities Agent State Law Examination
    2019-03-06

View on SEC IAPD

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