Michael John Maresca

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 01/2017
  Axa Advisors
  New York, NY
• 02/2017 → 12/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 03/2017 → 12/2022
  Bank Of America, N.A.
  Pennington, NJ
• 01/2023 → Present
  Fidelity Investments
  Marlton, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Marlton, NJ
• 2017-04-07 → 2023-01-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ

Exams

• S66 Uniform Combined State Law Examination
  2017-04-07
• S63 Uniform Securities Agent State Law Examination
  2013-02-14

Other Names

• Michael Maresca
• Michael John Maresca