Michelle Joy Quinn

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

• 10/2006 → 03/2018
  Scottrade, Inc.
  Santa Barbara, CA
• 10/2018 → 01/2022
  Charles Schwab & Co., Inc.
  Santa Barbara, CA
• 10/2018 → 01/2022
  Charles Schwab Bank
  Santa Barbara, CA
• 03/2018 → 10/2018
  Unemployed
  Santa Barbara, CA
• 01/2022 → 10/2022
  Unemployed
  Santa Barbara, CA
• 10/2022 → Present
  Fidelity Investments
  Santa Barbara, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-12-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Santa Barbara, CA
• 2018-11-05 → 2022-01-24
  Charles Schwab & Co., Inc.
  Santa Barbara, CA
• 2017-04-25 → 2018-03-09
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-04-25
• S63 Uniform Securities Agent State Law Examination
  2008-05-13

Other Names

• Michelle Joy Quinn
• Michelle Quinn