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Michael V Bellitti

Strategic Advisers LLC

Naples, FL

Fort Myers, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

5200 Tamiami Trail N Suites 103, 201 - 204, Naples, FL 34103-2817 • United States

Fort Myers, FL • 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
Charles Schwab & Co., Inc. Manchester NH 03/2019 03/2021
Rapid Capital Funding Miami FL 01/2017 07/2017
H&S Catering Boca Raton FL 08/2016 12/2016
Florida State University Tallahassee FL 08/2011 12/2016
Unemployed Miami FL 08/2017 03/2019
Charles Schwab Bank, Ssb Manchester NH 08/2020 03/2021
Fidelity Investments Boca Raton FL 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2019 → 03/2021
    Charles Schwab & Co., Inc.
    Manchester, NH
  • 01/2017 → 07/2017
    Rapid Capital Funding
    Miami, FL
  • 08/2016 → 12/2016
    H&S Catering
    Boca Raton, FL
  • 08/2011 → 12/2016
    Florida State University
    Tallahassee, FL
  • 08/2017 → 03/2019
    Unemployed
    Miami, FL
  • 08/2020 → 03/2021
    Charles Schwab Bank, Ssb
    Manchester, NH
  • 06/2021 → Present
    Fidelity Investments
    Boca Raton, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boca Raton, FL
  • 2019-09-16 → 2021-04-23
    Charles Schwab & Co., Inc.
    Indianapolis, IN
    Bedford, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-16
  • S66 Uniform Combined State Law Examination
    2019-09-16
Designations
Other Names
  • Michael Bellitti

View on SEC IAPD

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