Best Investors Account Sign in

Michael R. Federle

Strategic Advisers LLC

West Chester, OH

Beavercreek, OH

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
OH RA APPROVED 2025-08-21
  • TX RA
    APPROVED
    Since 2026-01-08
  • OH RA
    APPROVED
    Since 2025-08-21

Branch Locations

West Chester, OH • United States

4389 Walnut St., Beavercreek, OH 45440-1491 • 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
Scottrade Columbus OH 06/2016 11/2017
Charles Schwab & Co., Inc. Liberty Township OH 11/2017 03/2025
Unemployed West Chester OH 03/2025 07/2025
Fidelity Investments Beavercreek OH 07/2025 Present
  • 06/2016 → 11/2017
    Scottrade
    Columbus, OH
  • 11/2017 → 03/2025
    Charles Schwab & Co., Inc.
    Liberty Township, OH
  • 03/2025 → 07/2025
    Unemployed
    West Chester, OH
  • 07/2025 → Present
    Fidelity Investments
    Beavercreek, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-25
S63 Uniform Securities Agent State Law Examination 2013-10-25
  • S66 Uniform Combined State Law Examination
    2014-07-25
  • S63 Uniform Securities Agent State Law Examination
    2013-10-25
Other Names
  • Michael Richard Federle
  • Michael Federle

View on SEC IAPD

More in West Chester, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor