Kyle W. Mcclanahan
STRATEGIC ADVISERS LLC | Financial Consultant
ATLANTA, GA
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CRD#: 6359067
Professional summary
Kyle Williams Mcclanahan, CFP®, who also goes by Kyle Williams Mcclanahan, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Atlanta, Georgia and FIDELITY BROKERAGE SERVICES LLC located in Atlanta, Georgia.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Kyle has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
As a Financial Consultant, I partner with individuals and families to help them build a customized plan to grow and protect their wealth. I work to build strong relationships with my clients so that I fully understand their goals & preferences. I will help ensure that you are working towards your financial & retirement ambitions.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Kyle Williams Mcclanahan
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 Williams Mcclanahan'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®
CFP®
Start date: 2021
Education
Rollins College
Master of Business Administration (MBA) - Business
2014
University of Florida
Bachelor of Business Administration - Finance
2012
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326RIA
CRD#: 104555
ATLANTA, GA
Current
July 27, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326-1568BD
CRD#: 7784
Atlanta, GA
Past
December 11, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ATLANTA, GA
Past
March 17, 2017 - April 13, 2018
OPPENHEIMER & CO. INC.
RIA
CRD#: 249
ATLANTA, GA
Past
September 23, 2014 - April 13, 2018
OPPENHEIMER & CO. INC.
BD
CRD#: 249
ATLANTA, GA
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(12/11/2019)
RR
Arizona(1/6/2024)
RR
Arkansas(10/23/2025)
RR
California(2/24/2020)
RR
Florida(3/4/2020)
RR
Georgia(7/27/2018)
IAR
Georgia(3/31/2025)
RR
Indiana(1/4/2022)
RR
Kansas(10/23/2025)
RR
Maryland(5/22/2025)
RR
Massachusetts(10/9/2020)
RR
Minnesota(1/4/2023)
RR
Missouri(3/25/2023)
RR
Nevada(12/4/2024)
RR
New Jersey(9/10/2020)
RR
North Carolina(3/4/2020)
RR
Ohio(10/12/2020)
RR
Oklahoma(8/13/2021)
RR
South Carolina(3/4/2020)
RR
Tennessee(3/4/2020)
RR
Texas(1/21/2021)
IAR
Texas(3/31/2025)
RR
Utah(3/25/2023)
RR
Virginia(8/13/2021)
RR
Washington(1/3/2025)
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#: 104555Atlanta, GATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
