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Michael Oroszi

Strategic Advisers LLC

Roseville, CA

Roseville, CA

Folsom, 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 2026-01-07
CO RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2026-01-07
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

1261 Roseville Parkway, Roseville, CA 95678-9998 • United States

1261 Roseville Parkway, Roseville, CA 95678-9998 • United States

Folsom, 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
T. Rowe Price Investment Services Colorado Springs CO 12/2007 07/2023
Fidelity Investments Colorado Springs CO 08/2024 Present
Unemployed Colorado Springs CO 07/2023 03/2024
Public Trust Advisors Denver CO 03/2024 05/2024
Axos Advisor Services Centennial CO 05/2024 08/2024
Fidelity Investments Boston MA 03/2025 Present
  • 12/2007 → 07/2023
    T. Rowe Price Investment Services
    Colorado Springs, CO
  • 08/2024 → Present
    Fidelity Investments
    Colorado Springs, CO
  • 07/2023 → 03/2024
    Unemployed
    Colorado Springs, CO
  • 03/2024 → 05/2024
    Public Trust Advisors
    Denver, CO
  • 05/2024 → 08/2024
    Axos Advisor Services
    Centennial, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-11-21
S63 Uniform Securities Agent State Law Examination 2004-12-03
  • S66 Uniform Combined State Law Examination
    2005-11-21
  • S63 Uniform Securities Agent State Law Examination
    2004-12-03
Other Names
  • Michael David Oroszi

View on SEC IAPD

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Other Offices

DCA FAMILY OFFICE, LLC · ROSEVILLE, CA
DCA MANAGEMENT COMPANY, INC. · ROSEVILLE, CA
MUTUAL ADVISORS, LLC · Roseville, CA
DCA FAMILY OFFICE, LLC · Roseville, CA
COMMONWEALTH FINANCIAL NETWORK · Roseville, CA
EDWARD JONES · ROSEVILLE, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Roseville, CA
MERCER GLOBAL ADVISORS INC. · ROSEVILLE, CA

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