Kyle E. Orlinski
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- Bank of America, N.A.Oct 2021 to Jun 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to Jun 2022
- Truist Advisory Services, Inc.Feb 2021 to Jul 2021
- Truist Investment Services, Inc.Feb 2021 to Jul 2021
- Bb&t InvestmentsJun 2018 to Feb 2021
- Bb&t Securities, LLCJun 2018 to Feb 2021
- Integrated Wealth Concepts LLCOct 2016 to May 2018
- LPL Financial LLCOct 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MD).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6277189
- Firm CRD
- 104555