Kyle Corley
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Kyle Corley is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop and implement personalized financial planning strategies. He emphasizes establishing trust and understanding to create plans tailored to each client's individual circumstances and monitors these plans to adapt to changes over time.
Kyle's professional experience includes roles as a Planning Consultant, Relationship Manager, and Financial Representative at Fidelity Investments, spanning from 2024 to the present. Prior to that, he worked as a Financial Service Representative at Charles Schwab from 2023 to 2024.
Outside of his professional responsibilities, Kyle has interests in board games, cars, fitness, and football.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
General retirement planning
Income planning
Cash flow / budgeting
Work history
Fidelity Investments
2025 - Present (1 year)
FIDELITY INVESTMENTS
2024 - Present (2 years)
Charles Schwab & Co., Inc.
2023 - 2024 (1 year)
Unemployed
2021 - 2023 (2 years)
Spade Athletics
2021 - 2021 (1 year)
Unemployed
2021 - 2021 (1 year)
Mid America Airport
2019 - 2021 (2 years)
Unemployed
2013 - 2019 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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