Michael D Frantz

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-06-27

TX RA
APPROVED

Since 2025-06-27

Branch Locations

Southlake, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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

Organization	City	State	From	To
Fidelity Investments	Marlborough	MA	07/1999	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/1999 → Present

Fidelity Investments

Marlborough, MA
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

Southlake, TX

Westlake, TX
2003-12-03 → 2018-07-13

Strategic Advisers Llc

Ft. Lauderdale, FL

Omaha, NE

Oakbrook, IL

Other Businesses

OBA-125829|OrgNmn:House of Carbs|Org Addr:Southlake,Texas,US|OBA Nature:Wife's Home Bakery Business sp|Invst Rel:N|Title:Partner|Duties:Limited partner |StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-09-18
S63	Uniform Securities Agent State Law Examination	2000-06-15

S66 Uniform Combined State Law Examination

2003-09-18
S63 Uniform Securities Agent State Law Examination

2000-06-15

Other Names

Michael Dean Frantz

View on SEC IAPD

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