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Ryan Michala

Strategic Advisers LLC

Hales Corners, WI

CRD 7310851

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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
TX RA APPROVED 2025-03-31
WI RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WI RA
    APPROVED
    Since 2025-03-31

Branch Locations

Hales Corners, WI • 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
Stonefire Pizza Company New Berlin WI 04/2015 08/2020
E2 Retirement Consulting Menomonee Falls WI 11/2020 11/2021
Harbour Investments, Inc Madison WI 07/2021 11/2021
Muskego Norway School District Muskego WI 01/2011 06/2017
Fidelity Investments Salt Lake City UT 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2015 → 08/2020
    Stonefire Pizza Company
    New Berlin, WI
  • 11/2020 → 11/2021
    E2 Retirement Consulting
    Menomonee Falls, WI
  • 07/2021 → 11/2021
    Harbour Investments, Inc
    Madison, WI
  • 01/2011 → 06/2017
    Muskego Norway School District
    Muskego, WI
  • 11/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Milwaukee, WI
Other Businesses

OBA-125559|OrgNmn:PKGU Trading Cards|Org Addr:Muskego,Wisconsin,US|OBA Nature:Buy and resell Trading Cards |Invst Rel:N|Title:Sole Proprietor|Duties:Purchase trading cards for resale. Ship sold items. |StrtDt:01-01-22|TotHrs/mon:60|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-11
  • S66 Uniform Combined State Law Examination
    2021-10-11
Other Names
  • Ryan Michala
  • Ryan M Michala

View on SEC IAPD

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