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Michel D Allen

Strategic Advisers LLC

Leesburg, VA

Reston, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Leesburg, VA • United States

11957 Democracy Drive, Reston, VA 20190-5662 • 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
First Niagara Harleysville PA 04/2014 09/2016
Lpl Financial Llc Harleysville PA 03/2015 09/2016
Citibank Bethesda MD 12/2016 03/2017
Scottrade Ashburn VA 04/2017 02/2018
Td Ameritrade, Inc. Ashburn VA 02/2018 01/2021
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 01/2021
Fidelity Investments Reston VA 05/2021 Present
Unemployed Ashburn VA 01/2021 05/2021
Fidelity Investments Boston MA 03/2025 Present
  • 04/2014 → 09/2016
    First Niagara
    Harleysville, PA
  • 03/2015 → 09/2016
    Lpl Financial Llc
    Harleysville, PA
  • 12/2016 → 03/2017
    Citibank
    Bethesda, MD
  • 04/2017 → 02/2018
    Scottrade
    Ashburn, VA
  • 02/2018 → 01/2021
    Td Ameritrade, Inc.
    Ashburn, VA
  • 02/2018 → 01/2021
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 05/2021 → Present
    Fidelity Investments
    Reston, VA
  • 01/2021 → 05/2021
    Unemployed
    Ashburn, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-05-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Reston, VA
  • 2018-04-13 → 2021-01-11
    Td Ameritrade, Inc.
    Leesburg, VA
  • 2018-02-26 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Ashburn, VA
  • 2017-11-02 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-02
  • S66 Uniform Combined State Law Examination
    2017-11-02
Other Names
  • Michael Allen
  • Michel Allen

View on SEC IAPD

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