Kyle Schwarz
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
2 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 InvestmentsJul 2023 to now
- Charles Schwab & Co., Inc.Dec 2022 to Feb 2023
- Wells Fargo BankJun 2022 to Oct 2022
- Wells Fargo Clearing ServiceJun 2022 to Oct 2022
- UberMay 2022 to Jun 2023
- Jb Drax HonoreFeb 2022 to May 2022
- MarriottMay 2021 to Feb 2022
- Guilderland YmcaAug 2018 to Dec 2018
- DoordashJan 2018 to Feb 2022
- UnemployedJan 2018 to Aug 2018
- Hungry HowiesApr 2017 to Dec 2017
- UnemployedDec 2012 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7603388
- Firm CRD
- 104555