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Michael D Bozzi

Strategic Advisers LLC

Burlington, MA

North Reading, 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
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • United States

North Reading, 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
Tiaa Cambridge MA 09/2014 03/2018
Tiaa-Cref Individual & Institutional Services, Llc Cambridge MA 09/2014 03/2018
Morgan Stanley Smith Barney Llc Boston MA 04/2018 08/2022
Morgan Stanley Private Bank, N.A New York NY 06/2020 08/2022
Fidelity Investments Burlington MA 10/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → 03/2018
    Tiaa
    Cambridge, MA
  • 09/2014 → 03/2018
    Tiaa-Cref Individual & Institutional Services, Llc
    Cambridge, MA
  • 04/2018 → 08/2022
    Morgan Stanley Smith Barney Llc
    Boston, MA
  • 06/2020 → 08/2022
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 10/2022 → Present
    Fidelity Investments
    Burlington, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-16
S63 Uniform Securities Agent State Law Examination 2002-02-08
  • S66 Uniform Combined State Law Examination
    2009-12-16
  • S63 Uniform Securities Agent State Law Examination
    2002-02-08
Other Names
  • Michael David Bozzi
  • Michael Bozzi

View on SEC IAPD

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