Kyle Forsley
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentJun 2024 to now
- Merchants FleetMay 2023 to Jul 2023
- Bryant University Sports MediaFeb 2023 to Apr 2023
- Riley's PlaceJun 2022 to Aug 2022
- Aching Back Acres FarmMay 2022 to Aug 2022
- Aching Back Acres FarmMay 2021 to Aug 2021
- Orangetheory Fitness - Salem, NhDec 2020 to Jan 2021
- Bryant UniversityAug 2020 to May 2024
- Hayards Ice Cream of MilfordMar 2014 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 7949108
- Firm CRD
- 104555