Kyle Shields

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

• 06/2021 → 01/2022
  Mulesoft
  New York City, MA
• 10/2019 → 05/2021
  Cbre
  Boston, MA
• 05/2018 → 08/2018
  Weston Country Club
  Weston, MA
• 05/2016 → 04/2018
  California Pizza Kitchen
  Wellesley, MA
• 06/2019 → 10/2019
  Reveneer
  Burlington, MA
• 04/2022 → Present
  Fidelity Investments
  Merrimack, NH
• 09/2018 → 05/2019
  Unemployed
  Unemployed, XX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-10-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Burlington, MA

Exams

• S66 Uniform Combined State Law Examination
  2023-08-28
• S63 Uniform Securities Agent State Law Examination
  2022-09-09

Other Names

• Kyle Egan Shields
• Kyle Shields