Best Investors Account Sign in

Michelle Marie Kosin

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

CRD 5510856

Claim This Profile
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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-24
TX RA APPROVED 2025-07-21
  • FL RA
    APPROVED
    Since 2025-07-24
  • TX RA
    APPROVED
    Since 2025-07-21

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Fidelity Brokerage Llc Jacksonville FL 10/2019 Present
Robinson Oil Corporation Santa Clara CA 12/2008 06/2019
Unemployed Jacksonville FL 07/2019 09/2019
  • 10/2019 → Present
    Fidelity Brokerage Llc
    Jacksonville, FL
  • 12/2008 → 06/2019
    Robinson Oil Corporation
    Santa Clara, CA
  • 07/2019 → 09/2019
    Unemployed
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-17
S63 Uniform Securities Agent State Law Examination 2020-01-17
  • S66 Uniform Combined State Law Examination
    2025-07-17
  • S63 Uniform Securities Agent State Law Examination
    2020-01-17
Other Names
  • Michelle M Kosin
  • Michelle M Manninen
  • Michelle Jesus
  • Michelle Kosin

View on SEC IAPD

More in Jacksonville, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor