Kyle Costanzo

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
KY	RA	APPROVED	2025-03-31
OH	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

KY RA
APPROVED

Since 2025-03-31
OH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Loveland, OH • United States

100 Howe Drive, Covington, KY 41015-5000 • 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
Fidelity Investments	Covington	KY	06/2022	Present
Ohio State University	Columbus	OH	08/2018	05/2022
Panera Bread	Strongsville	OH	05/2017	01/2020
Curl Market	Columbus	OH	10/2019	03/2021
Strongsville High School	Strongsville	OH	08/2014	08/2018
Fidelity Investments	Boston	MA	03/2025	Present

06/2022 → Present

Fidelity Investments

Covington, KY
08/2018 → 05/2022

Ohio State University

Columbus, OH
05/2017 → 01/2020

Panera Bread

Strongsville, OH
10/2019 → 03/2021

Curl Market

Columbus, OH
08/2014 → 08/2018

Strongsville High School

Strongsville, OH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-09-12 → 2025-03-31

Fidelity Personal And Workplace Advisors

Covington, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-09-11
S63	Uniform Securities Agent State Law Examination	2022-10-03

S66 Uniform Combined State Law Examination

2023-09-11
S63 Uniform Securities Agent State Law Examination

2022-10-03

Other Names

Kyle Michael Costanzo
Kyle Costanzo

View on SEC IAPD

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