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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Mount Vernon, IL • 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
Scottrade Saint Louis MO 07/2015 03/2018
Unemployed Mt. Vernon IL 03/2018 05/2018
Fifth Third Bank Evansville IN 05/2018 03/2019
Fifth Third Securities Evansville IN 05/2018 03/2019
Fidelity Brokerage Services Llc St. Louis MO 03/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2015 → 03/2018
    Scottrade
    Saint Louis, MO
  • 03/2018 → 05/2018
    Unemployed
    Mt. Vernon, IL
  • 05/2018 → 03/2019
    Fifth Third Bank
    Evansville, IN
  • 05/2018 → 03/2019
    Fifth Third Securities
    Evansville, IN
  • 03/2019 → Present
    Fidelity Brokerage Services Llc
    St. Louis, MO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-59923|OrgNmn:J&M Displays|Org Addr:Yarmouth,Iowa,US|OBA Nature:Fireworks Display Company |Invst Rel:N|Title:Employee|Duties:Pyrotechnician - set up, shoot and clean up Firework shows|StrtDt:07-02-21|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-09-20
S63 Uniform Securities Agent State Law Examination 2008-04-05
  • S65 Uniform Investment Adviser Law Examination
    2010-09-20
  • S63 Uniform Securities Agent State Law Examination
    2008-04-05
Other Names
  • Michelle Ann Keil

View on SEC IAPD

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