Michael Lewis

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

• 07/2010 → Present
  Fidelity Investments
  Overland Park, KS
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Overland Park, KS
  Overland Park, KS
• 2010-08-11 → 2018-07-13
  Strategic Advisers Llc
  Overland Park, KS
• 2009-09-04 → 2010-07-16
  Transamerica Financial Advisors, Llc
  Pasadena, CA
  Kearney, MO
  Overland Park, KS
• 2008-01-22 → 2009-09-04
  Transamerica Financial Advisors, Inc.
  Overland Park, KS
  Pasadena, CA
  North Kansas City, MO
• 2005-12-01 → 2006-08-15
  New England Securities
  Overland Park, KS
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-11-16
• S63 Uniform Securities Agent State Law Examination
  2002-06-17

Designations

• Certified Financial Planner

Other Names

• Michael Scott Lewis