John Scott Lyle

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
NC	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NC RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Apex, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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
Polo Ralph Lauren Factory Store	Mebane	NC	06/2017	07/2021
Unemployed	Rougemont	NC	09/2016	05/2017
Valic Financial Advisors, Inc.	Durham	NC	08/2017	07/2021
Fidelity Investments	Durham	NC	07/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2017 → 07/2021

Polo Ralph Lauren Factory Store

Mebane, NC
09/2016 → 05/2017

Unemployed

Rougemont, NC
08/2017 → 07/2021

Valic Financial Advisors, Inc.

Durham, NC
07/2021 → Present

Fidelity Investments

Durham, NC
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-09-27 → 2025-03-31

Fidelity Personal And Workplace Advisors

Durham, NC
2018-06-07 → 2021-08-06

Valic Financial Advisors, Inc.

Durham, NC

Greensboro, NC

Wilmington, NC

Durham, NC

Lumberton, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-06-06
S63	Uniform Securities Agent State Law Examination	2017-09-20

S66 Uniform Combined State Law Examination

2018-06-06
S63 Uniform Securities Agent State Law Examination

2017-09-20

Other Names

John Lyle
John Scott Lyle

View on SEC IAPD

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