Kyle T. Dalrymple
Professional summary
Kyle T. Dalrymple, who also goes by Kyle Thomas Dalrymple, Kyle T Dalrymple, Kyle T. Dalrymple, Kyle Dalrymple, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Mahopac, New York and FIDELITY BROKERAGE SERVICES LLC located in Chappaqua, New York.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Kyle has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kyle T. Dalrymple's CRS (Customer Relationship Summary).
Certified licenses
Education
Marist College
Bachelor of Business Administration - Finance
2017
Marist College
Bachelor of Business Administration - Economics
2017
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 480 Bedford Road, Chappaqua, NY 10514January 13, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 480 Bedford Road, Chappaqua, NY 10514January 26, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
August 12, 2021 - December 11, 2021
J.P. MORGAN SECURITIES LLC
March 19, 2019 - December 11, 2021
J.P. MORGAN SECURITIES LLC
October 6, 2017 - February 19, 2019
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/27/2023)
(1/25/2022)
(1/25/2022)
(6/11/2025)
(3/5/2024)
(9/4/2025)
(1/25/2022)
(1/13/2022)
(3/31/2025)
(2/28/2023)
(9/11/2025)
(2/18/2025)
(11/21/2022)
(5/3/2024)
(2/28/2023)
(5/19/2023)
(3/31/2025)
(6/18/2025)
Exams
Series 7TO
Date: 2/1/2019
General Securities Representative ExaminationFINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
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.
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