Kyle Robert Vallee
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCOct 2025 to now
- Fidelity InvestmentsJun 2024 to now
- UnemployedAug 2023 to Jun 2024
- Gw & Wade Wealth Management LLCJun 2023 to Aug 2023
- UnemployedFeb 2023 to Jun 2023
- Stoneham Municipal Employees Federal Credit UnionDec 2022 to Feb 2023
- UnemployedAug 2022 to Dec 2022
- Stoneham Municipal Employees Federal Credit UnionJun 2022 to Aug 2022
- UnemployedJul 2020 to Jun 2022
- Lucci's SupermarketJun 2017 to Jul 2020
- UnemployedJun 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 7948037
- Firm CRD
- 104555