Michael Leckington

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

• 01/2012 → Present
  Fidelity Investments
  Bellevue, WA
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-03-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Bellevue, WA
• 2018-07-13 → 2018-12-21
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2012-05-22 → 2018-07-13
  Strategic Advisers Llc
  Bellevue, WA
• 2007-12-05 → 2010-01-19
  Strategic Advisers Llc
  Salt Lake City, UT

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2012-04-03
• S63 Uniform Securities Agent State Law Examination
  1998-03-30

Designations

• Certified Financial Planner

Other Names

• Michael Gene Leckington