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Kyle R. Tamburro

Investment Adviser Representative at Strategic Advisers LLC

Durham, NCCRD #7894598Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kyle R. Tamburro is an investment adviser representative with Strategic Advisers LLC in Durham, NC, where they have been registered since 2025. They have worked in the securities industry since 2024. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in North Carolina and Texas.

Office

100 New Millennium Way
Durham, NC 27709-8204

Advisors at this office: 353

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
North Carolina, Texas
Broker:
53 states and territories

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/24/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 6/26/2024
Series 7
General Securities Representative Examination
Passed 6/13/2024
SIE
Securities Industry Essentials Examination
Passed 5/2/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Strategic Advisers LLCCurrent
12/1/2025 – Durham, NC
Fidelity Brokerage Services LLCCurrent
6/13/2024 – Cary, NC

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. -Coastal Carolina University
    Aug 2022 – May 2023-Conway, SC
  2. Spook ROCK GOLF Course
    Apr 2019 – Aug 2019Montebello, NY
  3. -Coastal Carolina University
    Aug 2019 – Jul 2020Conway, SC
  4. Unemployed
    Nov 2023 – Mar 2024Leland, NC
  5. NYS POOL Management
    Jun 2017 – Nov 2018Mahwah, NJ
  6. -Coastal Carolina University
    Aug 2020 – Dec 2020-Conway, SC
  7. Sacconnesset GOLF CLUB
    May 2023 – Nov 2023East Falmouth, MA
  8. -Coastal Carolina University
    Jan 2021 – Feb 2021-Conway, SC
  9. Sacconnesset GOLF CLUB
    May 2022 – Aug 2022East Falmouth, MA
  10. CAPE FEAR Country CLUB
    Dec 2020 – Jan 2021Wilmington, NC
  11. Village OF Suffern
    Jul 2017 – Aug 2019Suffern, NY
  12. Rhodes North Tavern|
    Apr 2017 – Nov 2018Sloatsburg, NY
  13. Eagle Point GOLF CLUB
    May 2021 – Aug 2021Wilmington, NC
  14. Fidelity Investments
    Mar 2024 – no end date reportedDurham, NC
  15. CAPE FEAR Country CLUB
    Jul 2020 – Aug 2020Wilmington, NC
  16. Suffern School Distict
    Mar 2014 – Mar 2017Suffern, NY
  17. DOOR DASH
    Feb 2021 – May 2022Conway, SC

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Strategic Advisers LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
17,064
Offices listed on AdvisorFinder:
3
Main office:
Boston, MA
SEC file number:
801-13243

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 30, 2026

View full firm profile

Other advisors at Strategic Advisers LLC

Showing 12 of 17,064 in the directory

View Strategic Advisers LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kyle R. Tamburro has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Kyle R. Tamburro (Strategic Advisers) - Fees & Credentials