Best Investors Account Sign in

Michael Stevenson

Strategic Advisers LLC

Bloomington, MN

Edina, MN

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-26
MN RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-08-26
  • MN RA
    APPROVED
    Since 2025-03-31

Branch Locations

Bloomington, MN • United States

7740 France Ave South, Edina, MN 55435-5847 • 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
Charles Schwab & Co., Inc. Edina MN 02/2022 09/2022
Charles Schwab Bank, Ssb Edina MN 02/2022 09/2022
Brightwater Senior Living Henderson NV 08/2021 11/2021
Wolff Company Las Vegas NV 04/2019 07/2021
Clearwater Living Communities Las Vegas NV 04/2018 03/2019
Abhow Las Vegas NV 03/2017 04/2018
Caesar'S Entertainment, Inc. Las Vegas NV 09/2014 03/2017
Unemployed Maplewood MN 11/2021 01/2022
Ameriprise Financial Services, Llc Minneapolis MN 09/2022 07/2024
Fidelity Investments Edina MN 07/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2022 → 09/2022
    Charles Schwab & Co., Inc.
    Edina, MN
  • 02/2022 → 09/2022
    Charles Schwab Bank, Ssb
    Edina, MN
  • 08/2021 → 11/2021
    Brightwater Senior Living
    Henderson, NV
  • 04/2019 → 07/2021
    Wolff Company
    Las Vegas, NV
  • 04/2018 → 03/2019
    Clearwater Living Communities
    Las Vegas, NV
  • 03/2017 → 04/2018
    Abhow
    Las Vegas, NV
  • 09/2014 → 03/2017
    Caesar'S Entertainment, Inc.
    Las Vegas, NV
  • 11/2021 → 01/2022
    Unemployed
    Maplewood, MN
  • 09/2022 → 07/2024
    Ameriprise Financial Services, Llc
    Minneapolis, MN
  • 07/2024 → Present
    Fidelity Investments
    Edina, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Edina, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-22
  • S66 Uniform Combined State Law Examination
    2024-03-22
Other Names
  • Michael P. Stevenson
  • Michael Stevenson
  • Michael Patrick Stevenson

View on SEC IAPD

More in Bloomington, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor