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Michael Sean Fitzpatrick

Strategic Advisers LLC

Austin, TX

Salt Lake City, UT

Austin, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Austin, TX • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 08/2019 12/2021
Bank Of America, N.A. New York NY 11/2019 12/2020
Duxbury Prime Oyster Company Pembroke MA 04/2021 10/2021
Fidelity Investments Salt Lake City UT 11/2021 Present
Lehigh University Bethlehem PA 08/2015 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 12/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    New York, NY
  • 11/2019 → 12/2020
    Bank Of America, N.A.
    New York, NY
  • 04/2021 → 10/2021
    Duxbury Prime Oyster Company
    Pembroke, MA
  • 11/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 08/2015 → 05/2019
    Lehigh University
    Bethlehem, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-13
  • S66 Uniform Combined State Law Examination
    2019-12-13
Other Names
  • Mickey Fitzpatrick

View on SEC IAPD

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