Kyle Osting

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

• 11/2018 → 06/2021
  Pruco Securities Llc
  Chalfont, PA
• 11/2018 → 01/2019
  La Fitness
  Montgomeryville, PA
• 01/2018 → 07/2018
  Volpe Tile
  Warminster, PA
• 01/2018 → 06/2020
  Six Pack Package, Llc
  Doylestown, PA
• 05/2017 → 08/2017
  Unemployed
  Warminster, PA
• 08/2017 → 01/2018
  West Chester University
  West Chester, PA
• 09/2016 → 05/2017
  Pepper Mill
  West Chester, PA
• 05/2017 → 09/2017
  Osting Contracting
  Pottstown, PA
• 05/2019 → 06/2021
  The Prudential Insurance Company Of America
  Chalfont, PA
• 06/2021 → 01/2023
  The Vanguard Group, Inc
  Malvern, PA
• 09/2020 → 05/2021
  Montgomery County Community College
  Blue Bell, PA
• 08/2016 → 01/2018
  West Chester University
  West Chester, PA
• 01/2023 → Present
  Fidelity Investments
  North Wales, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-03-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  North Wales, PA
• 2021-08-17 → 2023-01-17
  Vanguard Advisers, Inc.
  Malvern, PA
• 2019-06-12 → 2021-07-08
  Pruco Securities, Llc.
  Warrington, PA

Exams

• S66 Uniform Combined State Law Examination
  2019-04-29

Other Names

• Kyle Anthony Osting
• Kyle Osting