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Michelle Cohen

Strategic Advisers LLC

Houston, TX

Houston, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

12532 Memorial Drive, Houston, TX 77024-6000 • United States

Houston, TX • 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
Stavis & Cohen Financial Houston TX 05/2015 09/2020
Stavis & Cohen Financial Houston TX 09/2020 03/2021
Fsc Securities Corporation Houston TX 01/2021 10/2021
Fidelity Investments Houston TX 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 09/2020
    Stavis & Cohen Financial
    Houston, TX
  • 09/2020 → 03/2021
    Stavis & Cohen Financial
    Houston, TX
  • 01/2021 → 10/2021
    Fsc Securities Corporation
    Houston, TX
  • 10/2021 → Present
    Fidelity Investments
    Houston, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Houston, TX
  • 2021-03-05 → 2021-11-10
    Stavis & Cohen Private Wealth, Llc
    Houston, TX
  • 2020-10-07 → 2021-03-15
    Scf Private Wealth Holdings, Llc
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-23
S63 Uniform Securities Agent State Law Examination 2021-03-05
  • S65 Uniform Investment Adviser Law Examination
    2021-11-23
  • S63 Uniform Securities Agent State Law Examination
    2021-03-05
Designations
Other Names
  • Michelle Cohen
  • Michelle Joanna Cohen

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

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