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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-03-31
MO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KS RA
    APPROVED
    Since 2025-03-31
  • MO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

11200 Nall Avenue, Overland Park, KS 66211-1233 • United States

Kansas City, MO • 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
Scottrade, Inc. Kansas City MO 02/2006 01/2018
Td Ameritrade, Inc. Lees Summit MO 01/2018 09/2019
Td Ameritrade Investment Management, Llc Omaha NE 01/2018 09/2019
Copper Financial Network Llc Lenexa KS 11/2019 10/2021
Two West Capital Advisors Llc Overland Park KS 10/2021 02/2022
Fidelity Investments Overland Park KS 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2006 → 01/2018
    Scottrade, Inc.
    Kansas City, MO
  • 01/2018 → 09/2019
    Td Ameritrade, Inc.
    Lees Summit, MO
  • 01/2018 → 09/2019
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 11/2019 → 10/2021
    Copper Financial Network Llc
    Lenexa, KS
  • 10/2021 → 02/2022
    Overland Park, KS
  • 02/2022 → Present
    Fidelity Investments
    Overland Park, KS
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Overland Park, KS
  • 2021-10-12 → 2022-02-18
    Overland Park, KS
  • 2019-11-18 → 2021-10-01
    Lenexa, KS
    Lenexa, KS
    Lee's Summit, MO
    Raytown, MO
    Lenexa, KS
  • 2018-02-27 → 2019-09-11
    Td Ameritrade, Inc.
    Lees Summit, MO
  • 2018-02-26 → 2019-09-11
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Lees Summit, MO
  • 2017-02-02 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-02
S63 Uniform Securities Agent State Law Examination 2008-06-04
  • S66 Uniform Combined State Law Examination
    2017-02-02
  • S63 Uniform Securities Agent State Law Examination
    2008-06-04
Designations
Other Names
  • Michael Allen Foy
  • Michael Foy

View on SEC IAPD

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