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Michael Brennan

Strategic Advisers LLC

Beavercreek, OH

Lewis Center, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4389 Walnut St., Beavercreek, OH 45440-1491 • United States

Lewis Center, OH • 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
Fidelity Brokerage Services, Inc. Columbus OH 10/1993 Present
Strategic Advisers Inc Columbus OH 08/1999 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/1993 → Present
    Fidelity Brokerage Services, Inc.
    Columbus, OH
  • 08/1999 → Present
    Strategic Advisers Inc
    Columbus, OH
  • 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
    Lewis Center, OH
    Beavercreek, OH
  • 2003-01-14 → 2018-07-13
    Strategic Advisers Llc
    Columbus, OH
Other Businesses

OBA-11536|OrgNmn:High Meadows Lodging LLC|Org Addr:Hocking Hi,Ohio,US|OBA Nature:Vacation/ Cabin Rentals held i|Invst Rel:Y|Title:High Meadows Lodging LLC|Duties:Owner/ Partner|StrtDt:11-26-18|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-26
S63 Uniform Securities Agent State Law Examination 1993-10-26
  • S65 Uniform Investment Adviser Law Examination
    1999-08-26
  • S63 Uniform Securities Agent State Law Examination
    1993-10-26
Other Names
  • Michael Karl Brennan

View on SEC IAPD

Other Firms

EQUITY SERVICES, INC.
EDWARD JONES
G. A. REPPLE & COMPANY
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
KEY INVESTMENT SERVICES LLC

Other Investors

DANIEL EARL WOLODKIEWICZ
ALEXANDER DANIEL WOLODKIEWICZ
Amy Allen
Michael Allen Beard
MARTIN FRANCIS HUMMEL
BRENT JACKSON
JOHN H CAMPBELL
STEVEN MICHAEL RYAN

Other Offices

EQUITY SERVICES, INC. · BEAVERCREEK, OH
EDWARD JONES · BEAVERCREEK, OH
G. A. REPPLE & COMPANY · BEAVERCREEK, OH
PNC WEALTH MANAGEMENT LLC · BEAVERCREEK, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Beavercreek, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Beavercreek, OH
LPL FINANCIAL LLC · BEAVERCREEK, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Beavercreek, OH

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