Michael Hector Garcia

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

• 02/2019 → Present
  Fidelity Brokerage Services Llc
  Merrimack, NH
• 06/2017 → 01/2019
  Forest City Trading Group Llc
  Portland, OR
• 03/2017 → 06/2017
  Nagler Group
  Bedford, NH
• 03/2016 → 03/2017
  United States Senate
  Manchester, NH
• 06/2015 → 12/2016
  Lindsey Graham 2016
  Manchester, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-10-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2019-10-28
• S63 Uniform Securities Agent State Law Examination
  2019-05-10

Other Names

• Michael Hector Garcia
• Michael Garcia