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Michael D Carillo

Strategic Advisers LLC

Albany, NY

Queensbury, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
MA RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

59 Wolf Rd, Albany, NY 12205-2612 • United States

Queensbury, NY • 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
Fidelity Investments Orem UT 06/2021 Present
University Of Colorado Boulder CO 01/2017 05/2021
University Of Colorado Boulder CO 06/2019 01/2021
Beans Country Store Queensbury NY 06/2018 01/2021
Unemployed (Student) Boulder CO 08/2015 06/2018
Paul Smiths College Paul Smiths NY 01/2016 12/2016
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → Present
    Fidelity Investments
    Orem, UT
  • 01/2017 → 05/2021
    University Of Colorado
    Boulder, CO
  • 06/2019 → 01/2021
    University Of Colorado
    Boulder, CO
  • 06/2018 → 01/2021
    Beans Country Store
    Queensbury, NY
  • 08/2015 → 06/2018
    Unemployed (Student)
    Boulder, CO
  • 01/2016 → 12/2016
    Paul Smiths College
    Paul Smiths, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-08
  • S66 Uniform Combined State Law Examination
    2021-10-08
Other Names
  • Michael David Carillo

View on SEC IAPD

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Other Investors

DANIEL DOUGLAS BAUER
BRETT PHILIP HARRIS
DOUGLAS JAMES BAUER
MICHAEL STEPHEN SHAPIRO
STEPHEN MARK PEER
RICHARD JEFFERY ANTHONY
GEORGE NICHOLAS BROWN
JOHN COLE BUFF

Other Offices

ALLSQUARE WEALTH MANAGEMENT, LLC · ALBANY, NY
CETERA INVESTMENT ADVISERS LLC · ALBANY, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Albany, NY
MPWM ADVISORY SOLUTIONS LLC · ALBANY, NY
CITIZENS SECURITIES, INC. · ALBANY, NY
LPL FINANCIAL LLC · ALBANY, NY
THE AFFINITY GROUP, LLC · ALBANY, NY
WELLS FARGO CLEARING SERVICES, LLC · ALBANY, NY

More in Albany, NY

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