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Lyle Reichert

Strategic Advisers LLC

Park Ridge, IL

Oak Brook, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Park Ridge, IL • United States

1415 W 22Nd St Oak Brook Reg Twr Stes 100 & 900, Oak Brook, IL 60523-8416 • 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
Stix And Stones Burr Ridge IL 02/2016 01/2018
Student Burr Ridge IL 08/2007 05/2020
Northwestern Mutual Life Insurance Company Milwaukee WI 03/2018 08/2021
Northwestern Mutual Investment Services Llc Lombard IL 06/2019 08/2021
Northwestern Mutual Wealth Management Company Milwaukee WI 08/2020 08/2021
Fidelity Investments Oak Brook IL 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2016 → 01/2018
    Stix And Stones
    Burr Ridge, IL
  • 08/2007 → 05/2020
    Student
    Burr Ridge, IL
  • 03/2018 → 08/2021
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 06/2019 → 08/2021
    Northwestern Mutual Investment Services Llc
    Lombard, IL
  • 08/2020 → 08/2021
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 08/2021 → Present
    Fidelity Investments
    Oak Brook, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Oak Brook, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-22
S63 Uniform Securities Agent State Law Examination 2019-09-03
  • S65 Uniform Investment Adviser Law Examination
    2021-11-22
  • S63 Uniform Securities Agent State Law Examination
    2019-09-03
Designations
Other Names
  • Lyle Eugene Reichert
  • Gene Reichert
  • Gene Reichert

View on SEC IAPD

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