Lyle E. Reichert
STRATEGIC ADVISERS LLC | Investment Consultant
PARK RIDGE, IL
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CRD#: 6901795
Professional summary
Lyle Eugene Reichert, who also goes by Gene Reichert, Lyle Eugene Reichert, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Park Ridge, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Oak Brook, Illinois.
Lyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Lyle has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
Biography
As an Investment Consultant, I hold myself to a very high standard in my efforts to help those around me as they strive towards financial independence. I believe that trust is key in building strong business relationships and pride myself on my transparency with each Fidelity client. I look forward to continuing my role as a catalyst in the financial well-being of others.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gene Reichert | Lyle Eugene Reichert
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.
OBA-62266|OrgNmn:Not Your Father's Foundation|Org Addr:Indian Hea,Illinois,US|OBA Nature:Non-profit organization founde|Invst Rel:N|Title:Finance Director, Board Member|Duties:I assist in gauging financial feasability of certain events and budgets. I also assist in hosting events and speaking for the group in the com|StrtDt:10-01-19|TotHrs/mon:5|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Lyle Eugene Reichert'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
University of Iowa
Bachelor of Business Administration - Finance Major & Certificate in Entrepreneurial Management
2020
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1415 W 22nd St Oak Brook Reg Twr Stes 100 & 90, Oak Brook, IL 60523-8416RIA
CRD#: 104555
PARK RIDGE, IL
Current
September 1, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: Oak Brook Reg Twr 1415 W 22nd St Stes 100 & 900, Oak Brook, IL 60523BD
CRD#: 7784
Oak Brook, IL
Past
May 3, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
OAK BROOK, IL
Past
August 19, 2019 - August 31, 2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
LOMBARD, IL
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(10/30/2023)
RR
California(8/31/2022)
RR
Colorado(7/21/2023)
RR
Florida(7/19/2022)
RR
Georgia(6/24/2025)
RR
Illinois(9/1/2021)
IAR
Illinois(3/31/2025)
RR
Indiana(7/19/2022)
RR
Iowa(7/19/2022)
RR
Louisiana(7/19/2022)
RR
Massachusetts(9/1/2021)
RR
Michigan(8/31/2022)
RR
Minnesota(12/6/2023)
RR
Missouri(9/29/2023)
RR
Nebraska(2/12/2025)
RR
New Hampshire(7/19/2024)
RR
New Jersey(2/27/2024)
RR
New York(5/10/2023)
RR
North Dakota(10/4/2024)
RR
Ohio(4/2/2025)
RR
South Carolina(10/4/2024)
RR
Tennessee(11/1/2022)
RR
Texas(9/1/2021)
IAR
Texas(3/31/2025)
RR
Wisconsin(3/6/2023)
RR
Wyoming(11/8/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/12/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 8/19/2019
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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
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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.
