Kyle Boliver
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCFeb 2026 to now
- Fidelity InvestmentsOct 2025 to now
- Arcadia DentalJul 2025 to Jul 2025
- Fidelity InvestmentsJun 2024 to Mar 2025
- Children and Family Dental GroupJan 2024 to May 2024
- Kids KlubOct 2023 to Jan 2024
- Little Trails Learning CenterAug 2022 to Jul 2023
- Famous Footwear/caleresMay 2022 to Aug 2022
- Trinity Repertory CompanyApr 2022 to Oct 2025
- Goldfish Swim SchoolJan 2022 to Apr 2022
- Trinity Repertory CompanyAug 2021 to Aug 2021
- DoordashMar 2021 to Jan 2022
- Next Generation Children's Center/cadence EducationJan 2020 to Sep 2020
- Blackstone Valley Boys and Girls ClubAug 2018 to Mar 2021
- UnemployedJun 2018 to Aug 2018
- Legends Bar and GrilleMar 2017 to May 2017
- Blackstone-millville Regional High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (MA, 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
- 8183471
- Firm CRD
- 104555