Michael Tyrel Tait

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
  Seattle, WA
• 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
  Lynnwood, WA
  Lake Stevens, WA
• 2012-02-10 → 2018-07-13
  Strategic Advisers Llc
  Seattle, WA
  Lynnwood, WA
• 2010-05-10 → 2011-12-22
  U.S. Bancorp Investments, Inc.
  Orem, UT
  Salt Lake City, UT
  Midvale, UT
  Provo, UT
  West Jordan, UT
  Salt Lake City, UT
• 2010-01-27 → 2010-04-21
  Chase Investment Services Corp.
  Seattle, WA
• 2004-07-09 → 2010-01-04
  Wells Fargo Investments, Llc
  Salt Lake City, UT
  Salt Lake City, UT
  West Valley City, UT
  Tooele, UT
  Salt Lake City, UT
  West Jordan, UT
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2004-07-02

Other Names

• Michael Tyrel Tait
• Tyrel Tyrel Tait
• Tyrel Tait