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Michael Payne

Strategic Advisers LLC

Lehi, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Lehi, UT • 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
E*Trade Securities Llc Sandy UT 05/2016 12/2023
E*Trade Capital Management Llc Sandy UT 04/2017 12/2023
Morgan Stanley Sandy UT 11/2022 12/2023
Morgan Stanley Private Bank, N.A New York NY 02/2023 12/2023
Morgan Stanley Sandy UT 09/2023 12/2023
Fidelity Investments Salt Lake City UT 01/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → 12/2023
    E*Trade Securities Llc
    Sandy, UT
  • 04/2017 → 12/2023
    E*Trade Capital Management Llc
    Sandy, UT
  • 11/2022 → 12/2023
    Morgan Stanley
    Sandy, UT
  • 02/2023 → 12/2023
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 09/2023 → 12/2023
    Morgan Stanley
    Sandy, UT
  • 01/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2022-11-22 → 2024-01-29
    Morgan Stanley
    Sandy, UT
  • 2017-06-05 → 2023-09-05
    Harrisdirect Llc
    Sandy, UT
    Arlington, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-05
S63 Uniform Securities Agent State Law Examination 2016-06-27
  • S66 Uniform Combined State Law Examination
    2017-06-05
  • S63 Uniform Securities Agent State Law Examination
    2016-06-27
Designations
Other Names
  • Michael Dean Payne
  • Michael Payne

View on SEC IAPD

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