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Michael Gallagher

Strategic Advisers LLC

Woodland Hills, CA

Los Angeles, CA

CRD 7285086

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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:

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_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215 • United States

Los Angeles, 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
Equitable Advisors, Llc Woodland Hills CA 08/2020 06/2021
Sodexo Malibu CA 10/2016 05/2019
Unemployed Malibu CA 05/2019 07/2020
Pepperdine University Malibu CA 08/2015 04/2019
Fidelity Investments Woodland Hills CA 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2020 → 06/2021
    Equitable Advisors, Llc
    Woodland Hills, CA
  • 10/2016 → 05/2019
    Sodexo
    Malibu, CA
  • 05/2019 → 07/2020
    Unemployed
    Malibu, CA
  • 08/2015 → 04/2019
    Pepperdine University
    Malibu, CA
  • 06/2021 → Present
    Fidelity Investments
    Woodland Hills, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Woodland Hills, CA
  • 2020-09-25 → 2021-06-11
    Equitable Advisors, Llc
    Woodland Hills, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-22
  • S66 Uniform Combined State Law Examination
    2020-09-22
Other Names
  • Michael Gallagher
  • Michael James Gallagher

View on SEC IAPD

Nearby Firms

MERCER GLOBAL ADVISORS INC.
INDEPENDENT FINANCIAL GROUP, LLC
VENTURA ADVISORS

Nearby Investors

MICHAEL WILLIAM JOHNS
STEWART E SCHRADER
Daniel Polyakov

Nearby Offices

MERCER GLOBAL ADVISORS INC. · Woodland Hills, CA
INDEPENDENT FINANCIAL GROUP, LLC · Woodland Hills, CA
VENTURA ADVISORS · WOODLAND HILLS, CA

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