Michele A. Manfredi

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

• 05/2015 → 10/2018
  Pnc Investments
  St. Charles, IL
• 05/2015 → 10/2018
  Pnc Bank
  St. Charles, IL
• 10/2018 → 03/2021
  Bmo Harris Bank
  Batavia, IL
• 09/2013 → 01/2020
  Ambit Energy
  Carpentersville, IL
• 03/2021 → Present
  Fidelity Investments
  Pingree Grove, IL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-07-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Pingree Grove, IL

Exams

• S66 Uniform Combined State Law Examination
  2021-07-07
• S63 Uniform Securities Agent State Law Examination
  2012-05-01

Other Names

• Michele A Rapp
• Michele A Manfredi
• Michele Allison Manfredi