Kyle Jacob Corley

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

• 03/2023 → 02/2024
  Charles Schwab & Co., Inc.
  St. Louis, MO
• 08/2021 → 03/2023
  Unemployed
  Trenton, IL
• 05/2021 → 08/2021
  Spade Athletics
  Swansea, IL
• 02/2021 → 05/2021
  Unemployed
  Trenton, IL
• 05/2019 → 02/2021
  Mid America Airport
  Mascoutah, IL
• 03/2013 → 05/2019
  Unemployed
  Trenton, IL
• 02/2024 → Present
  Fidelity Investments
  St. Louis, MO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-09-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  St. Louis, MO
  Shiloh, IL

Other Businesses

OBA-113271|OrgNmn:Anchor Holdings Limited|Org Addr:Castle Roc,Colorado,US|OBA Nature:The business will invest in un|Invst Rel:Y|Title:Partner|Duties:I will help decide properties to purchase and provide intial capital for the purchase of real estate.|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2024-06-28
• S63 Uniform Securities Agent State Law Examination
  2023-07-26

Other Names

• Kyle Jacob Ethan Corley