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Michael Bradley Gilbert

Strategic Advisers LLC

The Villages, FL

The Villages, FL

Mount Dora, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1057 Lake Sumter Landing, The Villages, FL 32162-2698 • United States

1057 Lake Sumter Landing, The Villages, FL 32162-2698 • United States

Mount Dora, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 01/2016 09/2018
Fidelity Brokerage Services Llc Jacksonville FL 09/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2016 → 09/2018
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
  • 09/2018 → Present
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-11-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-02
S63 Uniform Securities Agent State Law Examination 2016-03-18
  • S66 Uniform Combined State Law Examination
    2018-11-02
  • S63 Uniform Securities Agent State Law Examination
    2016-03-18
Other Names
  • Michael B Gilbert
  • Michael B Gilbert

View on SEC IAPD

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Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · THE VILLAGES, FL
ZENITH ADVISORY GROUP, LLC · THE VILLAGES, FL
MORGAN STANLEY · The Villages, FL
AE WEALTH MANAGEMENT, LLC · The Villages, FL
AE WEALTH MANAGEMENT, LLC · The Villages, FL
CHARLES SCHWAB & CO., INC. · The Villages, FL
LPL FINANCIAL LLC · THE VILLAGES, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · THE VILLAGES, FL

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