Kyle T. Maddock

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

• 08/2016 → 12/2018
  Adelphi University
  Garden City, NY
• 01/2019 → 03/2021
  Lps Capital Llc
  New York, NY
• 01/2023 → 02/2023
  Lps Capital Llc
  Palm Beach Gardens, FL
• 03/2021 → 03/2022
  John's Island Club
  Indian River Shores, FL
• 03/2022 → 10/2022
  Korbyt (Rmg Networks)
  Vero Beach, FL
• 10/2022 → 01/2023
  Unemployed
  Vero Beach, FL
• 03/2023 → Present
  Fidelity Investments
  Tampa, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-04-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-03-20
• S63 Uniform Securities Agent State Law Examination
  2019-12-05

Other Names

• Kyle Thomas Maddock
• Kyle Maddock