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Kyle Macdonald

Strategic Advisers LLC

Glen Allen, VA

Glen Allen, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-04
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-02-04
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

11114 West Broad St, Glen Allen, VA 23060-5813 • United States

Glen Allen, VA • 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
Fidelity Investments Glen Allen VA 06/2024 Present
Merrimack Valley Credit Union Lawrence MA 09/2022 06/2024
Student Haverhill MA 01/2014 12/2020
Dunkin Donuts Haverhill MA 12/2020 09/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/2024 → Present
    Fidelity Investments
    Glen Allen, VA
  • 09/2022 → 06/2024
    Merrimack Valley Credit Union
    Lawrence, MA
  • 01/2014 → 12/2020
    Student
    Haverhill, MA
  • 12/2020 → 09/2022
    Dunkin Donuts
    Haverhill, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Glen Allen, VA
    Richmond, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-13
  • S66 Uniform Combined State Law Examination
    2024-11-13

View on SEC IAPD

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KRISTIN ANLIKER
SUSANNAH AMELIA ORZOLEK
ANNA L CARLSON
JORDAN PETER MISTRETTA

Other Offices

LPL FINANCIAL LLC · GLEN ALLEN, VA
STRATHMORE CAPITAL ADVISORS · Glen Allen, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
CARLSON FINANCIAL · GLEN ALLEN, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
HUB INVESTMENT PARTNERS, LLC · Glen Allen, VA
HUB INVESTMENT PARTNERS, LLC · Glen Allen, VA

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