Michael Stephen Costantini

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 03/2017
  James Alpha Management Llc
  New York, NY
• 09/2015 → 03/2017
  Fdx Capital Llc
  New York, NY
• 10/2016 → 08/2019
  Global Financial Private Capital, Llc
  Sarasota, FL
• 04/2017 → 08/2019
  Gf Investment Services,Llc
  Sarasota, FL
• 08/2019 → 09/2019
  Summit Brokerage Services Inc
  Sarasota, FL
• 08/2019 → 05/2021
  Summit Financial Group Inc
  Sarasota, FL
• 09/2019 → 05/2021
  Cetera Advisor Networks Llc
  Sarasota, FL
• 05/2021 → Present
  Fidelity Investments
  Tampa, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2019-09-04 → 2021-05-12
  Summit Financial Group Inc
  Tampa, FL
• 2017-04-04 → 2019-07-08
  Global Financial Private Capital, Inc.
  Tampa, FL
  Sarasota, FL
• 2008-04-25 → 2008-10-28
  Summit Financial Group Inc
  Boca Raton, FL
• 2005-06-15 → 2008-04-02
  Bny Mellon Securities Corporation
  Tampa, FL
  New York, NY
  New York, NY
  Shaker Heights, OH
  Tampa, FL
  Charlotte, NC

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2017-03-13
• S63 Uniform Securities Agent State Law Examination
  1988-08-01

Designations

• Certified Financial Planner