Kyle Mccarthy

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

• 06/2019 → 11/2020
  Jackson National Life Distributors Llc
  Franklin, TN
• 07/2017 → 03/2019
  Td Bank
  Pennington, NJ
• 08/2015 → 06/2019
  The College Of New Jersey Athletic Communications
  Ewing, NJ
• 05/2018 → 08/2018
  Jackson National Life Distributors Llc
  Franklin, TN
• 05/2014 → 07/2017
  American Pool Management
  Edison, NJ
• 01/2021 → 05/2022
  Dream Finders Homes, Llc
  Jacksonville, FL
• 06/2022 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-08-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Other Businesses

OBA-116408|OrgNmn:Jacksonville University Athletic Communications|Org Addr:Jacksonvil,Florida,US|OBA Nature:College Athletic Communication|Invst Rel:N|Title:Play by Play Announcer|Duties:Announce sporting events for the University. |StrtDt:02-07-25|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-08-01
• S63 Uniform Securities Agent State Law Examination
  2019-08-23

Other Names

• Kyle Robert Mccarthy
• Kyle Mccarthy