Kyle Hart, financial advisor Shrewsbury NJ
90 score

Kyle Hart

CRD Number: 5918073
Current Firm: Strategic Advisers, Inc.

Kyle Hart (CRD# 5918073) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Shrewsbury, NJ and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Shrewsbury, NJ Oct 2015 - Current 1
Ubs Financial Services Inc. Weehawken, NJ Oct 2013 - Oct 2015 2
Merrill Lynch Pierce, Fenner & Smith, Inc. Hopewell, NJ Apr 2011 - Oct 2013 2
Duck Harbor Energy Consultants Equinunk, PA Aug 2009 - Apr 2011 1
Munich Re America Princeton, NJ Jan 2008 - Aug 2009 1
Baseil Associates Morristown, NJ Jun 2007 - Jan 2008 < 1
Hamilton Park Hotel Florham Park, NJ Oct 2006 - Jun 2007 < 1
Fairmount Country Club Chatham, NJ Dec 2004 - Sep 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Kyle Hart
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • NJ
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
90
Clean Record
This advisor has a clean track record with regulators.

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