Kyle M. Relken
STRATEGIC ADVISERS LLC | Financial Consultant
LITITZ, PA
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CRD#: 5812932
Professional summary
Kyle Matthew Relken, who also goes by Kyle Mathew Relken, Kyle Matthew Relken, Kyle Relken, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Lititz, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Exton, Pennsylvania.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Kyle has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
Located in Lancaster County and serving as Fidelity's dedicated Financial Consultant for the Lancaster Region. With a passion for financial wellness; I partner with clients to create ongoing, personalized, comprehensive plans, education and investment strategies to help in the pursuit of financial goals today, tomorrow, and future generations.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kyle Mathew Relken | Kyle Matthew Relken | Kyle Relken
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 Matthew Relken'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®
NoneEducation
Millersville University of Pennsylvania
Bachelor of Business Administration - Marketing and Economics
2010
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 300 Main Street, Exton, PA 19341RIA
CRD#: 104555
LITITZ, PA
Current
July 7, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 300 Main Street, Exton, PA 19341BD
CRD#: 7784
Exton, PA
Past
July 9, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
KING OF PRUSSIA, PA
Past
February 9, 2015 - February 26, 2020
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
LANCASTER, PA
Past
July 26, 2010 - February 26, 2020
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
LANCASTER, PA
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(3/4/2022)
RR
Arkansas(1/7/2022)
RR
California(1/7/2022)
RR
Colorado(9/9/2022)
RR
Delaware(7/14/2020)
RR
District of Columbia(8/13/2021)
RR
Florida(9/22/2020)
RR
Illinois(1/7/2022)
RR
Indiana(3/25/2023)
RR
Maryland(9/22/2020)
RR
Massachusetts(2/12/2021)
RR
New Jersey(9/22/2020)
RR
New York(9/22/2020)
RR
North Carolina(6/4/2021)
RR
Ohio(8/15/2021)
RR
Oregon(3/25/2023)
RR
Pennsylvania(7/7/2020)
IAR
Pennsylvania(3/31/2025)
RR
South Carolina(9/9/2022)
RR
Texas(3/25/2023)
IAR
Texas(3/31/2025)
RR
Utah(3/12/2021)
RR
Vermont(3/1/2024)
RR
Virginia(9/29/2023)
RR
Wisconsin(1/7/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
Financial ConsultantCRD#: 104555Lititz, PATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
