Aurora Private Wealth
42yrs
Top advisor by experience at Aurora Private Wealth
11yrs
Kyle Brough is a financial advisor in Charlestown, Rhode Island, with 11 years in the industry. After five years at Fidelity Personal and Workplace Advisors, Kyle joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Kyle holds the CFP® designation.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 65% of advisors at Strategic Advisers
OfficeCharlestown, RI
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2019 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Kyle
(617) 563-7000Firm headquarters in Boston, MA. Ask for Kyle. Charlestown, RIOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Kyle
Tailored to Kyle’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kyle
How do I contact Kyle?
Call Strategic Advisers at (617) 563-7000 and ask for Kyle Brough. Kyle works from the Charlestown, RI office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2015, about 11 years. More experience than 65% of advisors at Strategic Advisers.
What licenses does Kyle hold?
Series 63. Tap any license on this page to see what it allows.
Is Kyle a fiduciary?
Kyle is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Kyle paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Kyle for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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