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Michael Domonic Baril

Strategic Advisers LLC

Tustin, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Tustin, CA • 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
Fidelity Brokerage Services Llc Irvine CA 11/2018 Present
Fidelity Investments Boston MA 03/2025 Present
Unemployed Tustin CA 07/2016 07/2017
Reilly Financial Advisors, Llc La Mesa CA 07/2017 11/2018
  • 11/2018 → Present
    Fidelity Brokerage Services Llc
    Irvine, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
  • 07/2016 → 07/2017
    Unemployed
    Tustin, CA
  • 07/2017 → 11/2018
    Reilly Financial Advisors, Llc
    La Mesa, CA
Previous Registrations
  • 2019-01-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Irvine, CA
  • 2017-07-22 → 2018-11-16
    Reilly Financial Advisors
    La Mesa, CA
  • 2011-04-18 → 2016-07-22
    Usaa Financial Planning Services
    Addison, TX
    Irvine, CA
  • 2009-05-27 → 2011-03-23
    Chase Investment Services Corp.
    Dallas, TX
    Plano, TX
    Dallas, TX
    Dallas, TX
    Richardson, TX
    Richardson, TX
    Richardson, TX
  • 2008-06-09 → 2009-01-12
    Morgan Stanley & Co. Llc
    Dallas, TX
  • 2006-11-01 → 2007-09-12
    J.P. Morgan Securities Llc
    Dallas, TX
  • 2005-02-01 → 2005-04-05
    Chase Investment Services Corp.
    Arlington, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-01-14
S66 Uniform Combined State Law Examination 2000-03-28
  • S63 Uniform Securities Agent State Law Examination
    2019-01-14
  • S66 Uniform Combined State Law Examination
    2000-03-28
Designations

View on SEC IAPD

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