Michael Wheat

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NC RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Apex, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch	Raleigh	NC	04/2018	01/2022
Bank Of America, N.A.	Branchburgh	NJ	04/2018	09/2019
Tesla	Pinebrook	NJ	11/2016	04/2018
Unemployed	Maplewood	NJ	06/2016	11/2016
Fidelity Investments	Durham	NC	01/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

04/2018 → 01/2022

Merrill Lynch

Raleigh, NC
04/2018 → 09/2019

Bank Of America, N.A.

Branchburgh, NJ
11/2016 → 04/2018

Tesla

Pinebrook, NJ
06/2016 → 11/2016

Unemployed

Maplewood, NJ
01/2022 → Present

Fidelity Investments

Durham, NC
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-02-22 → 2025-03-31

Fidelity Personal And Workplace Advisors

Durham, NC
2019-08-06 → 2022-01-11

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Westfield, NJ

North Arlington, NJ

Iselin, NJ

Westfield, NJ

New York, NY

Raleigh, NC

Raleigh, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-08-01

S66 Uniform Combined State Law Examination

2019-08-01

Other Names

Michael Walter Wheat
Michael Wheat

View on SEC IAPD

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