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Michael John Mildbrandt

Strategic Advisers LLC

San Francisco, CA

Sausalito, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

8 Montgomery St, San Francisco, CA 94104-4625 • United States

Sausalito, CA • 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
Metlife Securities Inc. San Jose CA 04/2016 03/2017
Mml Investors Services, Llc Foster City CA 03/2017 05/2020
Massmutual Life Insurance Co Foster City CA 07/2016 05/2020
Fidelity Investments San Francisco CA 05/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2016 → 03/2017
    Metlife Securities Inc.
    San Jose, CA
  • 03/2017 → 05/2020
    Mml Investors Services, Llc
    Foster City, CA
  • 07/2016 → 05/2020
    Massmutual Life Insurance Co
    Foster City, CA
  • 05/2020 → Present
    Fidelity Investments
    San Francisco, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-07-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Francisco, CA
  • 2017-03-25 → 2020-05-21
    Mml Investors Services, Llc
    San Jose, CA
    Redwood City, CA
  • 2016-11-09 → 2017-03-25
    Msi Financial Services, Inc.
    San Jose, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-20
  • S66 Uniform Combined State Law Examination
    2016-09-20
Other Names
  • Michael John Mildbrandt
  • Michael Mildbrandt

View on SEC IAPD

Other Firms

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DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD
YIHENG CAPITAL MANAGEMENT, L.P.

Other Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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