Michael J Verroi

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

• 02/2010 → Present
  Fidelity Brokerage Services Llc
  Atlanta, GA
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Alpharetta, GA
  Alpharetta, GA
• 2010-03-12 → 2018-07-13
  Strategic Advisers Llc
  Alpharetta, GA
  Atlanta, GA
• 2010-01-11 → 2010-02-24
  Cambridge Investment Research Advisors, Inc.
  Alpharetta, GA
• 2008-04-11 → 2008-12-12
  Msi Financial Services, Inc.
  Atlanta, GA
• 2006-03-14 → 2008-04-16
  New England Securities
  Atlanta, GA

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-02-06

Designations

• Certified Financial Planner

Other Names

• Mike Verroi
• Michael James Verroi