Kyle W. O'bryan
STRATEGIC ADVISERS LLC | Financial Consultant
HOBOKEN, NJ
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CRD#: 6965257
Professional summary
Kyle William O'bryan, who also goes by Kyle William O'bryan, Kyle O'bryan, Kyle Obryan, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Hoboken, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Morristown, New Jersey.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Kyle has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
As an Financial Consultant, I partner with Fidelity clients to build financial plans focused on retirement, income and wealth planning. My approach begins and ends with my clients' needs, goals and aspirations. Together, we design a financial road map to work towards attaining their long term goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kyle William O'bryan | Kyle O'bryan | Kyle Obryan
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 William O'bryan'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
Penn State University
Bachelor of Arts (BA) - Business Management
2018
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 35 Morris Street, Morristown, NJ 07960RIA
CRD#: 104555
HOBOKEN, NJ
Current
December 13, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 35 Morris Street, Morristown, NJ 07960BD
CRD#: 7784
Morristown, NJ
Past
December 15, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PLAINVIEW, NY
Past
September 20, 2018 - October 22, 2018
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
WOODBURY, NY
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
Colorado(9/29/2023)
RR
Connecticut(8/24/2023)
RR
Delaware(3/2/2024)
RR
District of Columbia(3/25/2023)
RR
Florida(12/13/2018)
RR
Georgia(10/5/2023)
RR
Illinois(1/6/2025)
RR
Indiana(10/2/2024)
RR
Massachusetts(7/19/2024)
RR
New Hampshire(12/16/2022)
RR
New Jersey(4/18/2019)
IAR
New Jersey(3/31/2025)
RR
New York(4/18/2019)
IAR
New York(3/31/2025)
RR
North Carolina(2/12/2021)
RR
Pennsylvania(8/22/2023)
RR
Rhode Island(3/11/2024)
RR
South Carolina(4/28/2021)
RR
Tennessee(11/18/2024)
RR
Texas(2/12/2021)
IAR
Texas(3/31/2025)
RR
Virginia(3/2/2024)
RR
Washington(1/31/2024)
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
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
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Hoboken, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
