Mikayla Michals

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

MA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Boston, MA • United States

Boston, MA • 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

Organization	City	State	From	To
New England Pension Plan Systems, Llc	Providence	MA	09/2019	12/2019
Boston Sports Clubs	Wellesley	MA	05/2019	08/2019
Strategic Insurance Solutions	Newton	MA	05/2018	08/2018
Providence College	Providence	RI	09/2016	05/2020
Unemployed	Needham	MA	05/2005	05/2018
Fidelity Investments	Boston	MA	06/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2019 → 12/2019

New England Pension Plan Systems, Llc

Providence, MA
05/2019 → 08/2019

Boston Sports Clubs

Wellesley, MA
05/2018 → 08/2018

Strategic Insurance Solutions

Newton, MA
09/2016 → 05/2020

Providence College

Providence, RI
05/2005 → 05/2018

Unemployed

Needham, MA
06/2020 → Present

Fidelity Investments

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-10-25 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-02-18
S63	Uniform Securities Agent State Law Examination	2021-03-12

S66 Uniform Combined State Law Examination

2022-02-18
S63 Uniform Securities Agent State Law Examination

2021-03-12

Other Names

Mikayla Teresa Michals
Mikayla Michals
Mikayla Teresa Michals

View on SEC IAPD

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