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Kyle Biggs

Strategic Advisers LLC

Covington, KY

Cincinnati, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Cincinnati, OH • 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
Soft Touch Carwash Dayton OH 03/2017 07/2018
Telluride Ski & Golf Telluride CO 11/2020 02/2021
Target Corporation Blue Ash OH 09/2019 11/2020
Empire Contractors Llc Cincinnati OH 04/2021 08/2021
Total Quality Logistics Cincinnati OH 08/2022 11/2022
Access Homecare And Transportation Dayton OH 08/2019 02/2023
Fidelity Investments Covington KY 02/2023 Present
Centerville Highschool Dayton OH 08/2014 08/2018
University Of Cincinnati Cincinnati OH 08/2018 08/2022
Door Dash Cincinnati OH 08/2019 07/2020
Fidelity Investments Boston MA 03/2025 Present
  • 03/2017 → 07/2018
    Soft Touch Carwash
    Dayton, OH
  • 11/2020 → 02/2021
    Telluride Ski & Golf
    Telluride, CO
  • 09/2019 → 11/2020
    Target Corporation
    Blue Ash, OH
  • 04/2021 → 08/2021
    Empire Contractors Llc
    Cincinnati, OH
  • 08/2022 → 11/2022
    Total Quality Logistics
    Cincinnati, OH
  • 08/2019 → 02/2023
    Access Homecare And Transportation
    Dayton, OH
  • 02/2023 → Present
    Fidelity Investments
    Covington, KY
  • 08/2014 → 08/2018
    Centerville Highschool
    Dayton, OH
  • 08/2018 → 08/2022
    University Of Cincinnati
    Cincinnati, OH
  • 08/2019 → 07/2020
    Door Dash
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Covington, KY
Other Businesses

OBA-96736|OrgNmn:Access Home Healthcare & Transportation|Org Addr:Dayton,Ohio,US|OBA Nature:Home Healthcare and Transporta|Invst Rel:N|Title:Employee|Duties:Small stuff around the office that needs help with, very informal job with my parents company|StrtDt:05-17-17|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-30
S63 Uniform Securities Agent State Law Examination 2023-08-03
  • S66 Uniform Combined State Law Examination
    2024-09-30
  • S63 Uniform Securities Agent State Law Examination
    2023-08-03
Other Names
  • Kyle David Biggs
  • Kyle Biggs

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
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