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Michael Hartnett

Strategic Advisers LLC

Rocky River, OH

Westlake, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-15
OH RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-10-15
  • OH RA
    APPROVED
    Since 2025-03-31

Branch Locations

Rocky River, OH • United States

1800 Crocker Road, Westlake, OH 44145-6958 • 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
Paragon Advisors, Inc. Shaker Heights OH 06/2012 01/2020
Sherwin Williams Mentor OH 05/2017 08/2017
Fidelity Brokerage Services Llc Westlake OH 02/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2012 → 01/2020
    Paragon Advisors, Inc.
    Shaker Heights, OH
  • 05/2017 → 08/2017
    Sherwin Williams
    Mentor, OH
  • 02/2020 → Present
    Fidelity Brokerage Services Llc
    Westlake, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-07-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-06-30
  • S63 Uniform Securities Agent State Law Examination
    2020-06-30
Designations
Other Names
  • Michael John Hartnett
  • Michael Hartnett

View on SEC IAPD

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