Michael Tyrel Tait

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-03-31
WA	RA	APPROVED	2025-03-31

TX RA
APPROVED_RES

Since 2025-03-31
WA RA
APPROVED

Since 2025-03-31

Branch Locations

Lake Stevens, WA • United States

18825 33Rd Ave W Ste 200, Lynnwood, WA 98036-4747 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	Seattle	WA	01/2012	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

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

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-07-02

S66 Uniform Combined State Law Examination

2004-07-02

Other Names

Michael Tyrel Tait
Tyrel Tyrel Tait
Tyrel Tait

View on SEC IAPD