Michael Markis

Strategic Advisers LLC

Brooksville, FL

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31

FL RA
APPROVED

Since 2025-03-31

Branch Locations

3000 Bayport Dr Ste 800, Tampa, FL 33607-8402 • United States

Brooksville, FL • 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Wilmington	DE	08/2005	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2005 → Present

Fidelity Brokerage Services Llc

Wilmington, DE
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

New York, NY
2006-08-15 → 2018-07-13

Strategic Advisers Llc

Wilmington, DE

King Of Prussia, PA

Philadelphia, PA

Philadelphia, PA

New York, NY

New York, NY

Other Businesses

OBA-104576|OrgNmn:ChicJourney Travel Advisors|Org Addr:Brooksvill,Florida,US|OBA Nature:Travel Agency|Invst Rel:N|Title:Independent Contractor|Duties:Occasional hotel and experience bookings|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-07-31
S63	Uniform Securities Agent State Law Examination	2004-06-18

S66 Uniform Combined State Law Examination

2006-07-31
S63 Uniform Securities Agent State Law Examination

2004-06-18

Other Names

Michael J Markis

View on SEC IAPD

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