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Michael Odero

Strategic Advisers LLC

Kissimmee, FL

CRD 6601924

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-27
TX RA APPROVED 2026-05-22
  • FL RA
    APPROVED
    Since 2026-05-27
  • TX RA
    APPROVED
    Since 2026-05-22

Branch Locations

Kissimmee, FL • 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 Brokerage Services Llc Kissimmee FL 05/2026 Present
Charles Schwab Lone Tree CO 07/2022 06/2024
Unemployed Centennial CO 01/2019 12/2019
Unemployed Kissimmee FL 06/2025 11/2025
Unemployed Orlando FL 06/2024 09/2024
Charles Schwab Lone Tree CO 01/2016 12/2018
First Command Financial Dallas TX 11/2025 03/2026
Fidelity Investments Orlando FL 04/2026 Present
Robinhood Lake Mary FL 09/2024 06/2025
Northeastern State University Tulsa OK 01/2020 07/2022
  • 05/2026 → Present
    Fidelity Brokerage Services Llc
    Kissimmee, FL
  • 07/2022 → 06/2024
    Charles Schwab
    Lone Tree, CO
  • 01/2019 → 12/2019
    Unemployed
    Centennial, CO
  • 06/2025 → 11/2025
    Unemployed
    Kissimmee, FL
  • 06/2024 → 09/2024
    Unemployed
    Orlando, FL
  • 01/2016 → 12/2018
    Charles Schwab
    Lone Tree, CO
  • 11/2025 → 03/2026
    First Command Financial
    Dallas, TX
  • 04/2026 → Present
    Fidelity Investments
    Orlando, FL
  • 09/2024 → 06/2025
    Robinhood
    Lake Mary, FL
  • 01/2020 → 07/2022
    Northeastern State University
    Tulsa, OK
Other Businesses

OBA-129309|OrgNmn:Simba Sky Services Limited Liability Company|Org Addr:Kissimmee,Florida,US|OBA Nature:Limousine Service |Invst Rel:N|Title:Member of LLC|Duties:Co-Owner/ Business strategist|StrtDt:09-22-25|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-10
S63 Uniform Securities Agent State Law Examination 2022-10-21
  • S65 Uniform Investment Adviser Law Examination
    2026-01-10
  • S63 Uniform Securities Agent State Law Examination
    2022-10-21
Other Names
  • Mike Odero
  • Michael Ayoro Odero

View on SEC IAPD

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