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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1261 Post Road, Fairfield, CT 06824-6072 • United States

Trumbull, CT • 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
Prudential Insurance Company Of America Shelton CT 10/2015 08/2020
Prudential Annuities Distributors, Inc. Shelton CT 10/2015 08/2020
Commonwealth Financial Network Waltham MA 08/2020 02/2022
Investmark Advisory Group Shelton CT 08/2020 02/2022
Fidelity Investments Fairfield CT 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2015 → 08/2020
    Prudential Insurance Company Of America
    Shelton, CT
  • 10/2015 → 08/2020
    Prudential Annuities Distributors, Inc.
    Shelton, CT
  • 08/2020 → 02/2022
    Waltham, MA
  • 08/2020 → 02/2022
    Investmark Advisory Group
    Shelton, CT
  • 02/2022 → Present
    Fidelity Investments
    Fairfield, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fairfield, CT
  • 2020-10-15 → 2022-02-09
    Shelton, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-14
S63 Uniform Securities Agent State Law Examination 2014-08-22
  • S65 Uniform Investment Adviser Law Examination
    2020-10-14
  • S63 Uniform Securities Agent State Law Examination
    2014-08-22
Designations
Other Names
  • Michael Trombetta
  • Michael S Trombetta
  • Michael Salvatore Trombetta

View on SEC IAPD

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