Kyle Thomas Zucco

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

• 09/2022 → Present
  Fidelity Investments
  Greenwood Village, CO
• 12/2017 → 09/2022
  Ludlow Fish And Game Club
  Ludlow, MA
• 11/2017 → 09/2021
  Keystone Commons / New Horizon Foods
  Ludlow, MA
• 05/2020 → 09/2021
  Keystone Commons
  Ludlow, MA
• 09/2006 → 05/2018
  Ludlow Public Schools
  Ludlow, MA
• 06/2017 → 10/2017
  Mcdonald's
  Ludlow, MA
• 08/2018 → 05/2022
  Keene State College
  Keene, NH
• 01/2020 → 03/2020
  Bond University
  Robina
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-11-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI
  Ludlow, MA

Other Businesses

OBA-110036|OrgNmn:Ludlow Fish and Game Club|Org Addr:Ludlow,Massachuse,US|OBA Nature:Sportsmans Club|Invst Rel:N|Title:Employee|Duties:Bartend |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2024-11-01
• S63 Uniform Securities Agent State Law Examination
  2023-03-14