Michael Mogavero

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

• 12/2015 → 03/2022
  Nylife Securities, Llc
  Lake Success, NY
• 11/2015 → 03/2022
  New York Life Insurance Company
  Lake Success, NY
• 03/2022 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-04-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
  Jericho, NY
• 2012-10-01 → 2015-08-10
  J.P. Morgan Securities Llc
  Elmont, NY
  Far Rockaway, NY
  Elmont, NY
  Bellerose, NY
  Mineola, NY
  Mineola, NY
  New Hyde Park, NY
• 2011-10-28 → 2012-10-01
  Chase Investment Services Corp.
  Far Rockaway, NY
  Elmont, NY
  Elmont, NY
• 2010-07-12 → 2011-08-26
  Morgan Stanley
  Melville, NY

Exams

• S66 Uniform Combined State Law Examination
  2010-07-09
• S63 Uniform Securities Agent State Law Examination
  1989-01-10

Designations

• Chartered Financial Analyst