Michael Bergum

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

• 08/2015 → 11/2020
  Tiaa
  Amherst, NY
• 08/2015 → 11/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Amherst, NY
• 11/2020 → Present
  Fidelity Investments
  Rochester, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-11-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Lancaster, NY
• 2015-09-15 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Amherst, NY
• 2012-07-11 → 2012-07-16
  Key Investment Services Llc
  Williamsville, NY
  Williamsville, NY
  Tonawanda, NY
  Niagara Falls, NY
  Buffalo, NY
• 2010-08-27 → 2012-07-11
  Hsbc Securities (Usa) Inc.
  Williamsville, NY
  Buffalo, NY
  Niagara Falls, NY
  Tonawanda, NY
  New York City, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-26
• S63 Uniform Securities Agent State Law Examination
  2006-11-09

Designations

• Certified Financial Planner

Other Names

• Michael Bergum
• Michael Gary Bergum