Kyle Stokley

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

• 07/2022 → 09/2023
  The Vanguard Group, Inc.
  Malvern, PA
• 10/2017 → 08/2018
  Chick-Fil-A
  Turnersville, NJ
• 07/2012 → 10/2017
  Williamstown Middle/High School
  Williamstown, NJ
• 08/2018 → 06/2019
  Word Of Life Bible Institute
  Hudson, FL
• 06/2019 → 08/2019
  Word Of Life Youth Camp
  Hudson, FL
• 08/2019 → 05/2020
  Lancaster Bible College
  Lancaster, PA
• 05/2020 → 08/2020
  Amazon
  West Deptford, NJ
• 08/2020 → 12/2020
  Lancaster Bible College
  Lancaster, PA
• 12/2020 → 08/2021
  Amazon
  West Deptford, NJ
• 05/2021 → 08/2021
  Coastal Christian Ocean City
  Ocean City, NJ
• 08/2021 → 05/2022
  Lancaster Bible College
  Lancaster, PA
• 05/2022 → 07/2022
  Unemployed
  Williamstown, NJ
• 09/2023 → Present
  Fidelity Investments
  Greenville, DE
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-12-19 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenville, DE
  Williamstown, NJ

Exams

• S66 Uniform Combined State Law Examination
  2024-11-25
• S63 Uniform Securities Agent State Law Examination
  2022-09-13

Other Names

• Kyle Stokley
• Kyle David Stokley