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Michelle Turner Lane

Strategic Advisers LLC

Dover, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31

Branch Locations

Dover, NH • 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
Tiaa Hanover NH 05/2016 09/2019
Tiaa-Cref Individual & Institutional Services, Llc Hanover NH 05/2016 09/2019
Fidelity Brokerage Services Llc Westwood MA 11/2019 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-12
S63 Uniform Securities Agent State Law Examination 2007-09-07
S65 Uniform Investment Adviser Law Examination 1998-07-10
  • S66 Uniform Combined State Law Examination
    2016-08-12
  • S63 Uniform Securities Agent State Law Examination
    2007-09-07
  • S65 Uniform Investment Adviser Law Examination
    1998-07-10
Other Names
  • Michelle L Turner
  • Michelle Lee Turner
  • Michelle Turner Lane
  • Michelle Lane

View on SEC IAPD

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