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Michael Sosniak

Strategic Advisers LLC

Denver, CO

Denver, CO

CRD 7118542

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Denver, CO • United States

101 University Blvd Suite 100, 220 And 300, Denver, CO 80206-4631 • 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
Pruco Securities Llc Englewood CO 01/2019 02/2021
Exos Aurora CO 09/2017 01/2020
Jewish Community Center Of Denver Denver CO 03/2011 09/2017
The Prudential Insurance Company Of America Englewood CO 07/2019 02/2021
Fidelity Investments Greenwood Village CO 02/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2019 → 02/2021
    Pruco Securities Llc
    Englewood, CO
  • 09/2017 → 01/2020
    Exos
    Aurora, CO
  • 03/2011 → 09/2017
    Jewish Community Center Of Denver
    Denver, CO
  • 07/2019 → 02/2021
    The Prudential Insurance Company Of America
    Englewood, CO
  • 02/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-04-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-18177|OrgNmn:Anti-defamation league|Org Addr:Denver,Colorado,US|OBA Nature:Not for profit civil rights or|Invst Rel:N|Title:Words to Action trainer|Duties:I am a facilitator of the Words to Action program that helps students learn to fight anti-semitism.|StrtDt:02-01-18|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-13
  • S66 Uniform Combined State Law Examination
    2021-04-13
Other Names
  • Michael Paul Sosniak
  • Michael Sosniak

View on SEC IAPD

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