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Kyle Schwarz

Strategic Advisers LLC

Jersey City, NJ

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-06-12
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-06-12
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Jersey City, NJ • 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
Wells Fargo Clearing Service Salt Lake City UT 06/2022 10/2022
Wells Fargo Bank Salt Lake City UT 06/2022 10/2022
Jb Drax Honore Manhattan NY 02/2022 05/2022
Marriott Melbourne FL 05/2021 02/2022
Doordash Merritt Island FL 01/2018 02/2022
Hungry Howies Merritt Island FL 04/2017 12/2017
Guilderland Ymca Guilderland NY 08/2018 12/2018
Unemployed Pearl River NY 12/2012 04/2017
Unemployed Albany NY 01/2018 08/2018
Uber Taylorsville UT 05/2022 06/2023
Charles Schwab & Co., Inc. Taylorsville UT 12/2022 02/2023
Fidelity Investments Westlake TX 07/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → 10/2022
    Wells Fargo Clearing Service
    Salt Lake City, UT
  • 06/2022 → 10/2022
    Wells Fargo Bank
    Salt Lake City, UT
  • 02/2022 → 05/2022
    Jb Drax Honore
    Manhattan, NY
  • 05/2021 → 02/2022
    Marriott
    Melbourne, FL
  • 01/2018 → 02/2022
    Doordash
    Merritt Island, FL
  • 04/2017 → 12/2017
    Hungry Howies
    Merritt Island, FL
  • 08/2018 → 12/2018
    Guilderland Ymca
    Guilderland, NY
  • 12/2012 → 04/2017
    Unemployed
    Pearl River, NY
  • 01/2018 → 08/2018
    Unemployed
    Albany, NY
  • 05/2022 → 06/2023
    Uber
    Taylorsville, UT
  • 12/2022 → 02/2023
    Charles Schwab & Co., Inc.
    Taylorsville, UT
  • 07/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merritt Island, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-21
S63 Uniform Securities Agent State Law Examination 2022-08-31
  • S66 Uniform Combined State Law Examination
    2023-10-21
  • S63 Uniform Securities Agent State Law Examination
    2022-08-31
Other Names
  • Kyle Schwarz
  • Kyle Charles Schwarz
  • Kyle C Schwarz

View on SEC IAPD

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