Kyle Gadiel, financial advisor King Of Prussia PA
93 score

Kyle Gadiel

CRD Number: 5896803
Current Firm: Strategic Advisers, Inc.

Kyle Gadiel (CRD# 5896803) is an Investment Advisor Representative working at Strategic Advisers, Inc. in King Of Prussia, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments King Of Prussia, PA Apr 2013 - Current 3
Wells Fargo Advisors, LLC Lawrenceville, NJ Apr 2012 - Mar 2013 < 1
Wells Fargo Advisors, LLC Yardley, PA Sep 2011 - Apr 2012 < 1
Unemployed Newtown, PA May 2011 - Sep 2011 < 1
Axa Advisors, LLC Bala Cynwyd, PA Apr 2011 - May 2011 < 1
Unemployed Newtown, PA Feb 2011 - Apr 2011 < 1
Hhgregg Langhorne, PA Apr 2010 - Feb 2011 < 1
Best Buy Fairless Hills, PA Nov 2005 - Apr 2010 4
Three Screen Games Philadelphia, PA Dec 2009 - Mar 2010 < 1
Greater Media Philadelphia Bala Cynwyd, PA Sep 2009 - Dec 2009 < 1
Northampton Valley C.c. Richboro, PA Apr 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2011
Contact Info for Kyle A. Gadiel
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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