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Michael Rossi

Strategic Advisers LLC

Naperville, IL

Glen Ellyn, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-12
IL RA APPROVED 2026-01-24
  • TX RA
    APPROVED
    Since 2026-06-12
  • IL RA
    APPROVED
    Since 2026-01-24

Branch Locations

47 E Chicago Ave, Naperville, IL 60540-5325 • United States

Glen Ellyn, IL • 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
Sunset Pools Glen Ellyn IL 06/2021 07/2021
Unemployed Glen Ellyn IL 12/2024 07/2025
University Of Notre Dame South Bend IN 07/2021 12/2024
Hadley Junior High Glen Ellyn IL 01/2015 05/2017
Fidelity Investments Naperville IL 08/2025 Present
Glenbard West Glen Ellyn IL 06/2017 05/2021
  • 06/2021 → 07/2021
    Sunset Pools
    Glen Ellyn, IL
  • 12/2024 → 07/2025
    Unemployed
    Glen Ellyn, IL
  • 07/2021 → 12/2024
    University Of Notre Dame
    South Bend, IN
  • 01/2015 → 05/2017
    Hadley Junior High
    Glen Ellyn, IL
  • 08/2025 → Present
    Fidelity Investments
    Naperville, IL
  • 06/2017 → 05/2021
    Glenbard West
    Glen Ellyn, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-20
  • S66 Uniform Combined State Law Examination
    2025-12-20

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NAPERVILLE, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NAPERVILLE, IL
BENJAMIN F. EDWARDS & COMPANY, INC. · Naperville, IL
SEQUOIA WEALTH MANAGEMENT, LLC · Naperville, IL
ACCESS SOFTEK ADVISORY SERVICES · NAPERVILLE, IL
LPL FINANCIAL LLC · NAPERVILLE, IL
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