Michael A. Adams

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2020 → 02/2023
  Personal Capital Advisors Corporation
  Atlanta, GA
• 06/2019 → 09/2020
  Fisher Investments
  Tampa, FL
• 09/2015 → 05/2019
  Washington And Lee University
  Lexington, VA
• 02/2023 → Present
  Fidelity Investments
  Atlanta, GA
• 06/2018 → 08/2018
  Wells Fargo Securities
  Charlotte, NC
• 06/2017 → 09/2017
  Washington And Lee University
  Lexington, VA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-05-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Atlanta, GA
• 2021-12-21 → 2023-02-02
  Personal Capital Advisors Corporation
  Greenwood Village, CO
  Atlanta, GA

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-04-26
• S65 Uniform Investment Adviser Law Examination
  2021-06-09

Other Names

• Michael Adams
• Michael Andrew Adams