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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Alpharetta, GA • United States

11800 Amber Park Drive Suite 140, Alpharetta, GA 30009-2269 • 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
E*Trade Securities Llc Atlanta GA 08/2013 02/2020
E*Trade Capital Management Llc Atlanta GA 08/2013 02/2020
E*Trade Securities Llc Atlanta GA 02/2020 12/2022
E*Trade Capital Management Llc Atlanta GA 02/2020 12/2022
Morgan Stanley Atlanta GA 01/2023 12/2023
Morgan Stanley Atlanta GA 09/2023 09/2023
Morgan Stanley Alpharetta GA 12/2023 01/2024
Fidelity Investments Alpharetta GA 02/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2013 → 02/2020
    E*Trade Securities Llc
    Atlanta, GA
  • 08/2013 → 02/2020
    E*Trade Capital Management Llc
    Atlanta, GA
  • 02/2020 → 12/2022
    E*Trade Securities Llc
    Atlanta, GA
  • 02/2020 → 12/2022
    E*Trade Capital Management Llc
    Atlanta, GA
  • 01/2023 → 12/2023
    Atlanta, GA
  • 09/2023 → 09/2023
    Atlanta, GA
  • 12/2023 → 01/2024
    Alpharetta, GA
  • 02/2024 → Present
    Fidelity Investments
    Alpharetta, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Alpharetta, GA
  • 2023-09-05 → 2024-02-01
    Alpharetta, GA
    Atlanta, GA
  • 2013-08-13 → 2023-09-05
    Harrisdirect Llc
    Arlington, VA
    Alpharetta, GA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
Other Businesses

OBA-115092|OrgNmn:Beach Bum Rentals LLC|Org Addr:Alpharetta,Georgia,US|OBA Nature:Car rental service to serve cl|Invst Rel:Y|Title:Partner|Duties:None. Professionally managed.|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-106672|OrgNmn:TWSS, LLC|Org Addr:Alpharetta,Georgia,US|OBA Nature:Beach rental condo|Invst Rel:Y|Title:Partner|Duties:Limited, we have a property manager that handles all of the day to day responsibilities.|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|OBA-106671|OrgNmn:HCTS30A, LLC|Org Addr:Alpharetta,Georgia,US|OBA Nature:Beach rental property|Invst Rel:Y|Title:Partner|Duties:Limited, we have a property manager that handles all of the day to day responsibilities.|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-07-26
S63 Uniform Securities Agent State Law Examination 2011-09-12
  • S66 Uniform Combined State Law Examination
    2013-07-26
  • S63 Uniform Securities Agent State Law Examination
    2011-09-12
Designations
Other Names
  • Michael Otto Hintz

View on SEC IAPD

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