Michele Pasqualina

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

• 04/2016 → 10/2018
  Jp Morgan Chase Bank Na
  Great Neck, NY
• 10/2018 → 04/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Great Neck, NY
• 10/2018 → 04/2023
  Bank Of America, N.A.
  Great Neck, NY
• 04/2023 → 11/2024
  Hightower
  Chicago, IL
• 12/2024 → Present
  Fidelity Investments
  Lake Grove, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-12-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Lake Grove, NY
  Oyster Bay, NY
• 2023-04-14 → 2024-11-14
  Hightower Advisors, Llc
  Chicago, IL
  Melville, NY
• 2018-10-12 → 2023-04-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Great Neck, NY
• 2016-04-13 → 2018-10-25
  J.P. Morgan Securities Llc
  Great Neck, NY
• 2013-05-27 → 2016-04-21
  Morgan Stanley
  Great Neck, NY

Other Businesses

OBA-115164|OrgNmn:Author/Illustrator|Org Addr:Oyster Bay,New York,US|OBA Nature:Author and illustrator, develo|Invst Rel:N|Title:Author and Illustrator|Duties:Writer, illustrator, self-publisher|StrtDt:04-17-23|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2013-05-24

Other Names

• Michele Ann Pasqualina
• Michele A. Pasqualina
• Michele Pasqualina