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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Lititz, PA • 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
The Prudential Insurance Company Of America Lancaster PA 05/2010 02/2020
Pruco Securities, Llc Lancaster PA 05/2010 02/2020
Unemployed Lancaster PA 02/2020 06/2020
Fidelity Investments King Of Prussia PA 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2010 → 02/2020
    The Prudential Insurance Company Of America
    Lancaster, PA
  • 05/2010 → 02/2020
    Lancaster, PA
  • 02/2020 → 06/2020
    Unemployed
    Lancaster, PA
  • 06/2020 → Present
    Fidelity Investments
    King Of Prussia, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-07-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    King Of Prussia, PA
  • 2015-02-09 → 2020-02-26
    Camp Hill, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-03
S63 Uniform Securities Agent State Law Examination 2010-08-06
  • S65 Uniform Investment Adviser Law Examination
    2015-02-03
  • S63 Uniform Securities Agent State Law Examination
    2010-08-06
Other Names
  • Kyle Mathew Relken
  • Kyle Matthew Relken
  • Kyle Relken

View on SEC IAPD

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