Kyle Toulouse

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-03-31
VA	RA	APPROVED	2025-03-31

TX RA
APPROVED_RES

Since 2025-03-31
VA RA
APPROVED

Since 2025-03-31

Branch Locations

Arlington, VA • United States

4000 Wilson Blvd, Arlington, VA 22203-2088 • 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

Organization	City	State	From	To
Columbia Management Investment Distributors Inc	Boston	MA	11/2015	11/2022
Fidelity Investments	Arlington	VA	12/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2015 → 11/2022

Columbia Management Investment Distributors Inc

Boston, MA
12/2022 → Present

Fidelity Investments

Arlington, VA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-12-12 → 2025-03-31

Fidelity Personal And Workplace Advisors

Arlington, VA
2016-03-28 → 2022-12-05

Columbia Management Investment Advisers, Llc

Boston, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-03-14
S63	Uniform Securities Agent State Law Examination	2014-05-05

S65 Uniform Investment Adviser Law Examination

2016-03-14
S63 Uniform Securities Agent State Law Examination

2014-05-05

Other Names

Kyle Elliott Toulouse
Kyle Toulouse

View on SEC IAPD

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