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Michael Orlowski

Strategic Advisers LLC

Smithfield, RI

Bridgewater, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
RI RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Bridgewater, MA • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 07/2013 06/2022
Bank Of America, N.A. Lincoln RI 12/2014 06/2022
Fidelity Investments Smithfield RI 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-28
S63 Uniform Securities Agent State Law Examination 2014-02-20
  • S66 Uniform Combined State Law Examination
    2017-02-28
  • S63 Uniform Securities Agent State Law Examination
    2014-02-20
Other Names
  • Michael George Orlowski
  • Michael G Orlowski
  • Michael Orlowski

View on SEC IAPD

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