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Kyle Schaffer

Strategic Advisers LLC

Littleton, CO

Greenwood Village, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-08-15
TX RA APPROVED_RES 2025-08-15
  • CO RA
    APPROVED
    Since 2025-08-15
  • TX RA
    APPROVED_RES
    Since 2025-08-15

Branch Locations

Littleton, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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
Jackson National Life Distributors Llc Denver CO 03/2014 05/2018
T Rowe Price Colorado Springs CO 05/2018 07/2025
Fidelity Investments Greenwood Village CO 07/2025 Present
  • 03/2014 → 05/2018
    Jackson National Life Distributors Llc
    Denver, CO
  • 05/2018 → 07/2025
    T Rowe Price
    Colorado Springs, CO
  • 07/2025 → Present
    Fidelity Investments
    Greenwood Village, CO
Previous Registrations
Other Businesses

OBA-126402|OrgNmn:South Park HOA|Org Addr:Littleton,Colorado,US|OBA Nature:my local HOA, I was elected to|Invst Rel:N|Title:Board Member|Duties:one meeting a month on the HOA board|StrtDt:11-17-25|TotHrs/mon:1.5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-15
S63 Uniform Securities Agent State Law Examination 2014-05-01
  • S66 Uniform Combined State Law Examination
    2020-06-15
  • S63 Uniform Securities Agent State Law Examination
    2014-05-01
Other Names
  • Kyle Schaffer
  • Kyle Dustin Schaffer

View on SEC IAPD

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