Michael Burkhardt

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

• 05/2019 → 01/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Troy, MI
• 05/2019 → 01/2022
  Bank Of America, N.A.
  Troy, MI
• 06/2018 → 08/2018
  Merrill Lynch
  Troy, MI
• 11/2018 → 03/2019
  Eisenhower High School
  Shelby Township, MI
• 04/2015 → 10/2017
  Blackheath Golf Club
  Rochester, MI
• 11/2017 → 03/2018
  Eisenhower High School
  Shelby Township, MI
• 11/2016 → 03/2017
  Eisenhower High School
  Shelby Township, MI
• 04/2018 → 05/2018
  Unemployed
  Shelby Township, MI
• 04/2019 → 05/2019
  Unemployed
  Shelby Township, MI
• 01/2022 → Present
  Fidelity Investments
  Troy, MI
• 09/2018 → 10/2018
  Unemployed
  Shelby Township, MI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-03-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Troy, MI
• 2019-08-30 → 2022-02-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Farmington Hills, MI
  Southfield, MI
  Bloomfield Hills, MI
  Bloomfield Hills, MI

Other Businesses

OBA-66140|OrgNmn:Oakland Jr Grizzlies Hockey Club|Org Addr:Troy,Michigan,US|OBA Nature:Youth Hockey Organization|Invst Rel:N|Title:Assistant Hockey Coach|Duties:Assistant Hockey Coach of the U16 AAA Hockey Team|StrtDt:01-01-13|TotHrs/mon:30|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2019-08-29

Other Names

• Michael Burkhardt
• Michael Edward Burkhardt