Kyle Robert Gibson

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

• 04/2016 → 11/2016
  Cub Run Recenter
  Chantilly, VA
• 11/2016 → Present
  U.S. Army Virginia National Guard
  Norfolk, VA
• 11/2016 → 07/2017
  Fci Federal
  Winchester, VA
• 08/2017 → 05/2023
  Bank Of America
  Mclean, VA
• 06/2023 → Present
  Fidelity Investments
  Ashburn, VA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Ashburn, VA

Exams

• S66 Uniform Combined State Law Examination
  2023-11-13

Other Names

• Kyle Gibson