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Kyle Jack Moroney

Strategic Advisers LLC

Somerville, MA

Merrimack, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-08-19
NH RA APPROVED 2025-08-05
TX RA APPROVED 2025-08-05
  • MA RA
    APPROVED
    Since 2025-08-19
  • NH RA
    APPROVED
    Since 2025-08-05
  • TX RA
    APPROVED
    Since 2025-08-05

Branch Locations

Somerville, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
Siena Engineering Group Burlington MA 12/2021 09/2023
Topside Grill Defunct MA 07/2020 09/2021
Blush Cleaning Service Beverly MA 07/2020 12/2020
Northshore Kayak Defunct MA 06/2018 10/2018
Northshore Kayak Defunct MA 06/2019 10/2019
Siena Engineering Group Burlington MA 05/2016 09/2016
Siena Engineering Group Burlington MA 05/2017 09/2017
Fidelity Investments Merrimack NH 11/2023 Present
Rockport High School Rockport MA 08/2013 06/2017
University Of New Hampshire Durham NH 08/2017 05/2018
Northshore Community College Danvers MA 09/2018 12/2020
Bridgewater State University Bridgewater MA 01/2021 12/2022
  • 12/2021 → 09/2023
    Siena Engineering Group
    Burlington, MA
  • 07/2020 → 09/2021
    Topside Grill
    Defunct, MA
  • 07/2020 → 12/2020
    Blush Cleaning Service
    Beverly, MA
  • 06/2018 → 10/2018
    Northshore Kayak
    Defunct, MA
  • 06/2019 → 10/2019
    Northshore Kayak
    Defunct, MA
  • 05/2016 → 09/2016
    Siena Engineering Group
    Burlington, MA
  • 05/2017 → 09/2017
    Siena Engineering Group
    Burlington, MA
  • 11/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2013 → 06/2017
    Rockport High School
    Rockport, MA
  • 08/2017 → 05/2018
    University Of New Hampshire
    Durham, NH
  • 09/2018 → 12/2020
    Northshore Community College
    Danvers, MA
  • 01/2021 → 12/2022
    Bridgewater State University
    Bridgewater, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-01
S63 Uniform Securities Agent State Law Examination 2024-03-06
  • S66 Uniform Combined State Law Examination
    2025-08-01
  • S63 Uniform Securities Agent State Law Examination
    2024-03-06

View on SEC IAPD

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