Mikel Chalmers

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 05/2018
  Liberty University
  Lynchburg, VA
• 10/2012 → 01/2019
  Brooks Brothers
  Williamsburg, VA
• 06/2014 → 01/2019
  New Kent County Parks And Rec
  New Kent County, VA
• 06/2018 → 06/2020
  Millennium Advisory Services, Inc.
  Glen Allen, VA
• 08/2020 → 12/2020
  Ameriprise Financial Services, Llc
  Virginia Beach, VA
• 02/2021 → 02/2022
  Ameriprise Financial Services, Llc
  Richmond, VA
• 03/2022 → Present
  Fidelity Investments
  Midlothian, VA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-05-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Midlothian, VA
  Durham, NC
• 2021-02-16 → 2022-02-25
  Ameriprise Financial Services, Llc
  Richmond, VA
• 2020-08-19 → 2020-12-10
  Ameriprise Financial Services, Llc
  Virginia Beach, VA
• 2018-07-20 → 2020-07-09
  Millennium Advisory Services, Inc.
  Glen Allen, VA

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-10-28
• S65 Uniform Investment Adviser Law Examination
  2018-07-20

Other Names

• Mikel Da'VOn Chalmers
• Mikel Chalmers