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Michael J. Dumont

Strategic Advisers LLC

New York, NY

Brooklyn, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-01-29
RI RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NY RA
    APPROVED
    Since 2026-01-29
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

2070 Broadway, New York, NY 10023-2802 • United States

Brooklyn, NY • 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
Tiaa Denver CO 07/2016 04/2020
Tiaa-Cref Individual & Institutional Services, Llc Denver CO 07/2016 04/2020
Fidelity Investments Greenwood Village CO 10/2020 Present
Unemployed Denver CO 05/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 04/2020
    Tiaa
    Denver, CO
  • 07/2016 → 04/2020
    Tiaa-Cref Individual & Institutional Services, Llc
    Denver, CO
  • 10/2020 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 05/2020 → Present
    Unemployed
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-12
S63 Uniform Securities Agent State Law Examination 2004-09-16
  • S66 Uniform Combined State Law Examination
    2011-11-12
  • S63 Uniform Securities Agent State Law Examination
    2004-09-16
Other Names
  • Michael J. Dumont
  • Michael James Dumont
  • Michael Dumont

View on SEC IAPD

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ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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