Michael P. Devine

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

• 08/2009 → 02/2023
  Charles Schwab & Co., Inc.
  Portland, OR
• 06/2010 → 02/2023
  Charles Schwab Bank
  Portland, OR
• 02/2023 → Present
  Fidelity Investments
  Tigard, OR
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-02-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Tigard, OR
• 2009-09-21 → 2023-02-07
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Lake Oswego, OR
  Phoenix, AZ
• 2007-04-03 → 2009-08-14
  Wt Arizona Securities, Llc
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2007-03-21
• S63 Uniform Securities Agent State Law Examination
  1994-02-08

Other Names

• Michael P Devine
• Mike Patrick Devine
• Michael Patrick Devine