Michael Troy Hortin

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

• 04/2004 → 09/2017
  Wells Fargo Advisors Llc
  Salt Lake City, UT
• 09/2017 → 10/2019
  Morgan Stanley
  South Jordan, UT
• 10/2019 → Present
  Fidelity Brokerage Services Llc
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-04-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 2017-09-27 → 2019-10-14
  Morgan Stanley
  South Jordan, UT
  South Jordan, UT
• 2011-01-03 → 2017-09-14
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT
  Salt Lake City, UT
  Salt Lake City, UT
  Salt Lake City, UT
  Minneapolis, MN
  Minneapolis, MN
  Salt Lake City, UT
• 2004-05-10 → 2011-01-03
  Wells Fargo Investments, Llc
  Salt Lake City, UT
  Salt Lake City, UT
• 2001-01-26 → 2004-05-25
  Strategic Advisers Llc
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2001-01-18
• S63 Uniform Securities Agent State Law Examination
  1995-09-01

Other Names

• Michael Troy Hortin
• Michael Hortin