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Michael E. Ragg

Strategic Advisers LLC

Whippany, NJ

CRD 4741882

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Whippany, NJ • 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
Axa Advisors, Llc New York NY 04/2016 06/2020
Equitable Advisors, Llc New York NY 04/2016 03/2021
Fidelity Investments Merrimack NH 12/2021 Present
Unemployed Whippany NJ 04/2021 12/2021
Fidelity Investments Boston MA 03/2025 Present
  • 04/2016 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 04/2016 → 03/2021
    Equitable Advisors, Llc
    New York, NY
  • 12/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 04/2021 → 12/2021
    Unemployed
    Whippany, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Whippany, NJ
  • 2016-04-15 → 2021-03-11
    Equitable Advisors, Llc
    Morristown, NJ
  • 2012-11-13 → 2016-04-07
    Paladin Wealth Management Inc.
    Hackensack, NJ
Other Businesses

OBA-65326|OrgNmn:N/A|Org Addr:Whippany,New Jersey,US|OBA Nature:selling items aquired on clear|Invst Rel:N|Title:N/A|Duties:fr do in free time and take orders to post office when I have them|StrtDt:01-10-02|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-11-21
S63 Uniform Securities Agent State Law Examination 2004-01-19
  • S66 Uniform Combined State Law Examination
    2010-11-21
  • S63 Uniform Securities Agent State Law Examination
    2004-01-19
Other Names
  • Michael Eugene Ragg
  • Michael E Ragg

View on SEC IAPD

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