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Michael Youssef

Strategic Advisers LLC

Irvine, CA

Brea, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Irvine, CA • United States

815 E Birch St, Brea, CA 92821-5765 • 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 Investments Pasadena CA 07/2010 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2010 → Present
    Fidelity Investments
    Pasadena, CA
  • 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
    Irvine, CA
  • 2010-09-21 → 2018-07-13
    Strategic Advisers Llc
    Pasadena, CA
    Pasadena, CA
    Torrance, CA
    Brea, CA
    Brea, CA
    Palm Desert, CA
    Santa Monica, CA
  • 2010-01-05 → 2010-07-13
    Edward Jones
    Chino Hills, CA
    St Louis, MO
    Rancho Cucamonga, CA
Other Businesses

OBA-9718|OrgNmn:Owned Investment Properties|Org Addr:Jacksonvil,Florida,US|OBA Nature:Own multiple rental properties|Invst Rel:Y|Title:I am listed as a member of the LL|Duties:I will not be performing any duties as I have a property manager looking after the homes.|StrtDt:05-01-15|TotHrs/mon:2|TrdHrs/mon:0|OBA-126176|OrgNmn:Hidden Canyon Community Association Board|Org Addr:Irvine,California,US|OBA Nature:I've been asked to help serve |Invst Rel:N|Title:HOA Board Member - Serving on the|Duties:1 meeting per month for 1.5hrs - outside of work hours to help with community involvement|StrtDt:02-25-26|TotHrs/mon:1.5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-31
  • S66 Uniform Combined State Law Examination
    2009-12-31
Other Names
  • Michael A Youssef
  • Michael Angelo Youssef

View on SEC IAPD

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