Kyle D. Jaquez
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
CARY, NC
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CRD#: 5618115
Professional summary
Kyle D Jaquez, CFP®, who also goes by Kyle Jaquez, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Cary, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Cary, North Carolina.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Kyle has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 9 and Series 10 exams.
Biography
I partner with individuals and families to help them make educated decisions on their financial plans. This includes helping them choose the appropriate investments to match their future goals, building retirement income plans, talking through the tax efficient investing strategies, and assisting with estate planning considerations to make sure your plan is aligned to your goals.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
Employee and Employer Plan Ben...
Estate Planning
Budgeting
Insurance Planning
Tax Planning
Long-term Care
Retirement Income Management
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Kyle Jaquez
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle D Jaquez's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Education
Menlo College
Business Management - Business
2006
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 580 New Waverly Pl Ste 240, Cary, NC 27518-7406Office #3: 2500 Regency Parkway, Cary, NC 27518RIA
CRD#: 104555
CARY, NC
Current
December 8, 2008 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 580 New Waverly Pl Ste 240, Cary, NC 27518Office #2: 2500 Regency Parkway, Cary, NC 27518BD
CRD#: 7784
Cary, NC
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CARY, NC
Past
June 23, 2011 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
DURHAM, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/11/2020)
RR
California(4/11/2016)
RR
Colorado(6/4/2021)
RR
Connecticut(4/23/2020)
RR
Delaware(2/5/2020)
RR
District of Columbia(3/12/2021)
RR
Florida(6/2/2009)
RR
Georgia(11/28/2018)
RR
Illinois(9/30/2019)
RR
Indiana(6/2/2009)
RR
Iowa(11/28/2018)
RR
Louisiana(4/23/2020)
RR
Maine(1/5/2018)
RR
Maryland(2/12/2021)
RR
Massachusetts(9/30/2019)
RR
Michigan(6/2/2009)
RR
Missouri(9/30/2019)
RR
Nevada(4/11/2016)
RR
New Hampshire(4/11/2016)
RR
New Jersey(8/8/2020)
RR
New York(6/2/2009)
RR
North Carolina(4/28/2009)
IAR
North Carolina(3/31/2025)
RR
Ohio(2/15/2021)
RR
Oregon(11/28/2018)
RR
Pennsylvania(6/2/2009)
RR
Rhode Island(8/13/2021)
RR
South Carolina(6/2/2009)
RR
South Dakota(3/25/2023)
RR
Tennessee(9/9/2022)
RR
Texas(6/2/2009)
IAR
Texas(3/31/2025)
RR
Virginia(6/2/2009)
RR
Washington(11/28/2018)
RR
Wisconsin(3/25/2023)
RR
Wyoming(8/13/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Cary, NCTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
