Best Investors Account Sign in

Kyle David Klinek

Strategic Advisers LLC

Lawrence, PA

Cranberry Twp, PA

Claim This Profile
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 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Lawrence, PA • United States

2060 Mackenzie Way, Cranberry Twp, PA 16066-5333 • 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
Mccrorey Family Ymca Charlotte NC 08/2016 07/2017
Lucky 32 Southern Kitchen Cary NC 09/2018 08/2019
Chevy Chase Club Chevy Chase NC 05/2020 08/2020
Student At Methodist University Fayetteville NC 08/2019 05/2021
Stilllife Nightclub Raleigh NC 01/2019 06/2019
Student At Unc Charlotte Charlotte NC 08/2014 05/2017
Unemployed Apex NC 07/2017 11/2017
Stockbots Crypto Raleigh NC 11/2017 04/2022
Fidelity Investments Raleigh NC 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 07/2017
    Mccrorey Family Ymca
    Charlotte, NC
  • 09/2018 → 08/2019
    Lucky 32 Southern Kitchen
    Cary, NC
  • 05/2020 → 08/2020
    Chevy Chase Club
    Chevy Chase, NC
  • 08/2019 → 05/2021
    Student At Methodist University
    Fayetteville, NC
  • 01/2019 → 06/2019
    Stilllife Nightclub
    Raleigh, NC
  • 08/2014 → 05/2017
    Student At Unc Charlotte
    Charlotte, NC
  • 07/2017 → 11/2017
    Unemployed
    Apex, NC
  • 11/2017 → 04/2022
    Stockbots Crypto
    Raleigh, NC
  • 04/2022 → Present
    Fidelity Investments
    Raleigh, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-21
S63 Uniform Securities Agent State Law Examination 2022-08-08
  • S66 Uniform Combined State Law Examination
    2022-11-21
  • S63 Uniform Securities Agent State Law Examination
    2022-08-08
Other Names
  • Kyle David Klinek
  • Kyle Klinek

View on SEC IAPD

More in Lawrence, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor