Kayley A. Coyle
STRATEGIC ADVISERS LLC | Investment Consultant, Investor Center
WINSTON-SALEM, NC
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CRD#: 6931815
Professional summary
Kayley Ashten Coyle, who also goes by Kayley Ashten Perry, Kayley Perry, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Winston-salem, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Winston-salem, North Carolina.
Kayley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Kayley has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
My passion lies with supporting our Fidelity clients by working with them to establish and execute a financial plan. Then reviewing their financial plans along with understanding what is most important to them. I want to make sure clients feel understood and feel confident before and during their retirement years.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kayley Ashten Perry | Kayley Perry
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 Kayley Ashten Coyle'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
Northern Kentucky University
Bachelor of Science (BS) - Business Management, Business Administration
2016
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 380 Knollwood St Suite 740, Winston-salem, NC 27103-1840RIA
CRD#: 104555
WINSTON-SALEM, NC
Current
June 19, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 380 Knollwood Street Suite 740, Winston-salem, NC 27103BD
CRD#: 7784
Winston-salem, NC
Past
February 19, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WINSTON-SALEM, 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
Alabama(11/30/2023)
RR
Arizona(1/7/2021)
RR
Arkansas(12/1/2023)
RR
California(1/7/2021)
RR
Connecticut(1/7/2021)
RR
Delaware(1/7/2021)
RR
Florida(6/19/2018)
RR
Georgia(1/7/2021)
RR
Illinois(1/7/2021)
RR
Kentucky(1/7/2021)
RR
Maryland(1/7/2021)
RR
Massachusetts(1/7/2021)
RR
Michigan(1/7/2021)
RR
Minnesota(1/7/2021)
RR
Missouri(8/9/2024)
RR
Montana(1/7/2021)
RR
New Jersey(1/7/2021)
RR
New York(1/7/2021)
RR
North Carolina(1/7/2021)
IAR
North Carolina(3/31/2025)
RR
Ohio(1/8/2021)
RR
Pennsylvania(1/7/2021)
RR
South Carolina(1/7/2021)
RR
Tennessee(1/7/2021)
RR
Texas(7/27/2020)
IAR
Texas(3/31/2025)
RR
Virginia(1/7/2021)
RR
Washington(1/7/2021)
RR
West Virginia(1/7/2021)
Exams
State Security Law Exam
State Security Law 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
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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
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Company Information
STRATEGIC ADVISERS LLC
Investment Consultant, Investor CenterCRD#: 104555Winston-salem, NCTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
