Kyle Langford

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

• 03/2016 → 10/2017
  Full-Time Education
  New Braunfels, TX
• 10/2017 → 03/2018
  Physical Therapy Unlimited
  Canyon Lake, TX
• 11/2017 → 11/2020
  Prn Home Health Physical Therapist Assistant
  New Braunfels, TX
• 12/2020 → Present
  Fidelity Investments
  San Antonio, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Antonio, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-27
• S63 Uniform Securities Agent State Law Examination
  2021-03-26

Other Names

• Kyle Berton Langford