Raymond James Financial Services Advisors
41yrs
Top advisor by experience in Lone Tree
10yrs
Kyle Smith
Financial advisor at Strategic Advisers
Kyle Smith has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Lone Tree, Colorado. Kyle has been with Strategic Advisers since 2025; before that, Kyle spent seven years at Fidelity Personal and Workplace Advisors. Kyle holds the CFP® designation.
One of 86 advisors with offices in Lone Tree, and one of 75 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?More experience than 59% of advisors at Strategic Advisers
Office9185 East Westview Road, Lone Tree, CO 80124
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.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Oct 2017 – Jul 2018Strategic Advisers LLCPreviously
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kyle
How do I contact Kyle?
Call Strategic Advisers at (617) 563-7000 and ask for Kyle Smith. Kyle works from the Lone Tree, CO office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2017, about 10 years. More experience than 59% 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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