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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31

Branch Locations

Highland, MI • United States

3480 28Th Street Se, Grand Rapids, MI 49512-1602 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Ann Arbor MI 06/2008 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2008 → Present
    Fidelity Brokerage Services Llc
    Ann Arbor, MI
  • 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
    Grand Rapids, MI
    Highland, MI
  • 2010-03-30 → 2018-07-13
    Birmingham, MI
    Farmington, MI
    Ann Arbor, MI
    Troy, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-02-22
S65 Uniform Investment Adviser Law Examination 2005-07-27
S63 Uniform Securities Agent State Law Examination 1996-08-02
  • S66 Uniform Combined State Law Examination
    2010-02-22
  • S65 Uniform Investment Adviser Law Examination
    2005-07-27
  • S63 Uniform Securities Agent State Law Examination
    1996-08-02
Other Names
  • Michael Scott Ralston

View on SEC IAPD

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