Kyle Stokley
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
3 statesRegistered 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2023 to now
- The Vanguard Group, Inc.Jul 2022 to Sep 2023
- UnemployedMay 2022 to Jul 2022
- Lancaster Bible CollegeAug 2021 to May 2022
- Coastal Christian Ocean CityMay 2021 to Aug 2021
- AmazonDec 2020 to Aug 2021
- Lancaster Bible CollegeAug 2020 to Dec 2020
- AmazonMay 2020 to Aug 2020
- Lancaster Bible CollegeAug 2019 to May 2020
- Word of Life Youth CampJun 2019 to Aug 2019
- Word of Life Bible InstituteAug 2018 to Jun 2019
- Chick-fil-aOct 2017 to Aug 2018
- Williamstown Middle/high SchoolJul 2012 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
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
- 7595178
- Firm CRD
- 104555