Kyle T. Dalrymple

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

• 06/2017 → 02/2019
  Pruco Securities, Llc
  White Plains, NY
• 12/2011 → 03/2017
  Law Offices Of Thomas J. Minotti
  Lagrange, NY
• 09/2014 → 05/2017
  Marist College
  Brewster, NY
• 07/2017 → 02/2019
  Prudential Insurance Company Of America/Prudential Advisors
  White Plains, NY
• 02/2019 → 12/2021
  J.P. Morgan Securities, Llc
  Yorktown Heights, NY
• 02/2019 → 12/2021
  Jpmorgan Chase Bank, N.A.
  Yorktown Heights, NY
• 12/2021 → Present
  Fidelity Investments
  Chappaqua, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-01-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Chappaqua, NY
• 2021-08-12 → 2021-12-11
  J.P. Morgan Securities Llc
  Yorktown Heights, NY

Other Businesses

OBA-128261|OrgNmn:HOA- Whitesail|Org Addr:Mahopac,New York,US|OBA Nature:Board of Managers position for|Invst Rel:Y|Title:Manager|Duties:Responsible for helping manage the community according to the governing documents and bylaws. Consists of enforcing HOA rules, financial overs|StrtDt:03-17-26|TotHrs/mon:1.5|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-14
• S63 Uniform Securities Agent State Law Examination
  2017-09-11

Other Names

• Kyle T Dalrymple
• Kyle T. Dalrymple
• Kyle Dalrymple
• Kyle Thomas Dalrymple