UBS Financial Services
47yrs
Top 1% by experience in Atlanta
9yrs
Kyle Baildon
Financial advisor at Strategic Advisers
Based in Atlanta, Georgia, Kyle Baildon is a fiduciary financial advisor with 9 years of industry experience. Kyle joined Strategic Advisers in 2025, after two years at Fidelity Personal and Workplace Advisors and four years at Harrisdirect. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?More experience than 56% of advisors at Strategic Advisers
Office3630 Peachtree Road NE Suite 100 - 900, Atlanta, GA 30326
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2023 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2019 – 2023Harrisdirect LLCPreviously
Contact Kyle
(617) 563-7000Firm headquarters in Boston, MA. Ask for Kyle. 3630 Peachtree Road NE Suite 100 - 900Atlanta, GA 30326Office · Get directions
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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 Baildon. Kyle works from the Atlanta, GA office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2017, about 9 years. More experience than 56% of advisors at Strategic Advisers.
What licenses does Kyle hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Kyle a fiduciary?
Kyle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
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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