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Michelle Beth Macalma

Strategic Advisers LLC

Los Angeles, CA

Torrance, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

2000 Avenue Of The Stars N. Tower, Los Angeles, CA 90067-4700 • United States

Torrance, CA • 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
Jpmorgan Chase Bank, N.A. Carson CA 03/2020 12/2020
J.P. Morgan Securities Llc Long Beach CA 12/2020 02/2022
Providence St Joseph Home Health Anaheim CA 12/2011 02/2020
California State Unviersity Fullerton CA 08/2015 08/2019
Murphy Murphy & Murphy Inc Cypress CA 11/2016 01/2017
Fidelity Investments Torrance CA 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2020 → 12/2020
    Jpmorgan Chase Bank, N.A.
    Carson, CA
  • 12/2020 → 02/2022
    J.P. Morgan Securities Llc
    Long Beach, CA
  • 12/2011 → 02/2020
    Providence St Joseph Home Health
    Anaheim, CA
  • 08/2015 → 08/2019
    California State Unviersity
    Fullerton, CA
  • 11/2016 → 01/2017
    Murphy Murphy & Murphy Inc
    Cypress, CA
  • 02/2022 → Present
    Fidelity Investments
    Torrance, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Torrance, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-30
S63 Uniform Securities Agent State Law Examination 2021-01-13
  • S66 Uniform Combined State Law Examination
    2023-05-30
  • S63 Uniform Securities Agent State Law Examination
    2021-01-13
Other Names
  • Michelle Macalma

View on SEC IAPD

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WEALTHSPIRE RETIREMENT ADVISORY

Other Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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