Kyle Robert Vallee

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-11-07
NH	RA	APPROVED	2025-10-31
TX	RA	APPROVED	2025-10-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Unemployed	Wilmington	MA	06/2014	06/2017
Lucci's Supermarket	Wilmington	MA	06/2017	07/2020
Unemployed	Durham	NH	07/2020	06/2022
Stoneham Municipal Employees Federal Credit Union	Wilmington	MA	06/2022	08/2022
Unemployed	Durham	NH	08/2022	12/2022
Stoneham Municipal Employees Federal Credit Union	Stoneham	MA	12/2022	02/2023
Unemployed	Durham	NH	02/2023	06/2023
Gw & Wade Wealth Management Llc	Wellesley	MA	06/2023	08/2023
Unemployed	Durham	NH	08/2023	06/2024
Fidelity Investments	Merrimack	NH	06/2024	Present

06/2014 → 06/2017

Unemployed

Wilmington, MA
06/2017 → 07/2020

Lucci's Supermarket

Wilmington, MA
07/2020 → 06/2022

Unemployed

Durham, NH
06/2022 → 08/2022

Stoneham Municipal Employees Federal Credit Union

Wilmington, MA
08/2022 → 12/2022

Unemployed

Durham, NH
12/2022 → 02/2023

Stoneham Municipal Employees Federal Credit Union

Stoneham, MA
02/2023 → 06/2023

Unemployed

Durham, NH
06/2023 → 08/2023

Gw & Wade Wealth Management Llc

Wellesley, MA
08/2023 → 06/2024

Unemployed

Durham, NH
06/2024 → Present

Fidelity Investments

Merrimack, NH

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-28
S63	Uniform Securities Agent State Law Examination	2024-09-30