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Michael Georgalas

Strategic Advisers LLC

Chicago, IL

Chicago, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

One North Lasalle Street, Chicago, IL 60602-3902 • United States

Chicago, IL • 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
Fidelity Schaumburg IL 12/2012 10/2017
Standard Parking Chicago IL 09/2000 12/2016
Jp Morgan Securities, Llc Schaumburg IL 10/2017 08/2022
Strategic Advisers, Inc Schaumburg IL 03/2014 10/2017
Fidelity Investments Orland Park IL 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2012 → 10/2017
    Fidelity
    Schaumburg, IL
  • 09/2000 → 12/2016
    Standard Parking
    Chicago, IL
  • 10/2017 → 08/2022
    Jp Morgan Securities, Llc
    Schaumburg, IL
  • 03/2014 → 10/2017
    Strategic Advisers, Inc
    Schaumburg, IL
  • 08/2022 → Present
    Fidelity Investments
    Orland Park, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Orland Park, IL
  • 2017-10-20 → 2022-08-07
    J.P. Morgan Securities Llc
    Schaumburg, IL
    Carol Stream, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Saint Charles, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
  • 2014-04-01 → 2017-10-18
    Strategic Advisers Llc
    Schaumburg, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-17
  • S66 Uniform Combined State Law Examination
    2013-09-17
Other Names
  • Michael Joseph Georgalas
  • Michael Georgalas

View on SEC IAPD

Other Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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