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Michael Lee Phillip Wright

Strategic Advisers LLC

Noblesville, IN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Noblesville, IN • 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
Charles Schwab & Co, Inc Knoxville TN 11/2007 09/2017
Charles Schwab Bank Knoxville TN 08/2010 09/2017
Fidelity Brokerage Services Llc Indianapolis IN 10/2017 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2007 → 09/2017
    Charles Schwab & Co, Inc
    Knoxville, TN
  • 08/2010 → 09/2017
    Charles Schwab Bank
    Knoxville, TN
  • 10/2017 → Present
    Fidelity Brokerage Services Llc
    Indianapolis, IN
  • 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
    Indianapolis, IN
    Indianapolis, IN
  • 2017-11-13 → 2018-07-13
    Strategic Advisers Llc
    Indianapolis, IN
  • 2012-09-19 → 2017-10-10
    Charles Schwab & Co., Inc.
    Knoxville, TN
    Fishers (Indianapolis), IN
    Nashville, TN
    Fishers (Indianapolis), IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-18
S63 Uniform Securities Agent State Law Examination 2008-03-28
  • S66 Uniform Combined State Law Examination
    2012-09-18
  • S63 Uniform Securities Agent State Law Examination
    2008-03-28
Other Names
  • Michael L Wright
  • Michael Lee Wright
  • Michael Wright

View on SEC IAPD

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