Michelle Rogers

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

• 06/2018 → 12/2020
  Charles Schwab & Co., Inc.
  Westlake, TX
• 01/2012 → 06/2018
  Pentecostal Church Of God
  Bedford, TX
• 01/2022 → 03/2022
  Helping Restore Ability
  Arlington, TX
• 08/2021 → 12/2021
  Dave Watson Associates Llc
  Rowlett, TX
• 05/2022 → Present
  Fidelity Investments
  Westlake, TX
• 01/2021 → 07/2021
  Homemaker
  Fort Worth, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-05-31 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2019-04-15 → 2020-12-23
  Charles Schwab & Co., Inc.
  Westlake, TX
  Fort Worth, TX
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2019-04-15
• S63 Uniform Securities Agent State Law Examination
  2013-10-11

Other Names

• Michelle Leeann Scott
• Michelle Leeann Rogers
• Michelle Rogers