Michael Carroll

Strategic Advisers LLC

Philadelphia, PA

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-03-31

PA RA
APPROVED

Since 2025-03-31

Branch Locations

Philadelphia, PA • United States

1520 Main St Ste 201, Warrington, PA 18976-3406 • 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

Organization	City	State	From	To
Fidelity Brokerage Services	Warrington	PA	11/2018	Present
Defense Logistics Agency	Philadelphia	PA	12/2014	11/2018
Fidelity Investments	Boston	MA	03/2025	Present

11/2018 → Present

Fidelity Brokerage Services

Warrington, PA
12/2014 → 11/2018

Defense Logistics Agency

Philadelphia, PA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-10-23 → 2025-03-31

Fidelity Personal And Workplace Advisors

Warrington, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-04-17

S66 Uniform Combined State Law Examination

2019-04-17

Other Names

Michael Francis Carroll
Michael Carroll

View on SEC IAPD

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