Michael P. Schneider

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

• 12/2013 → 02/2022
  Jp Morgan Securities Llc
  Garden City, NY
• 12/2013 → 02/2022
  Jpmorgan Chase Bank
  Garden City, NY
• 03/2022 → Present
  Fidelity Investments
  Roslyn, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-06-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Roslyn, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-06-22
• S63 Uniform Securities Agent State Law Examination
  2011-02-18

Other Names

• Michael P Schneider
• Michael Schneider
• Mike Schneider
• Michael Paul Schneider
• Michael P. Schneider