Best Investors Account Sign in

Michelle Lynn East

Strategic Advisers LLC

Lake Mary, Fl, FL

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Lake Mary, Fl, FL • 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
Gwfs Equities, Inc. Jacksonville FL 12/2017 06/2019
Wandering Elephant Enterprises Llc St. Johns FL 09/2016 12/2017
Fidelity Investments Lake Mary FL 05/2021 Present
Unemployed Lake Mary FL 07/2019 04/2021
Fidelity Investments Boston MA 03/2025 Present
  • 12/2017 → 06/2019
    Gwfs Equities, Inc.
    Jacksonville, FL
  • 09/2016 → 12/2017
    Wandering Elephant Enterprises Llc
    St. Johns, FL
  • 05/2021 → Present
    Fidelity Investments
    Lake Mary, FL
  • 07/2019 → 04/2021
    Unemployed
    Lake Mary, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
  • 2018-01-02 → 2019-11-13
    Empower Advisory Group, Llc
    Saint Johns, FL
    Greenwood Village, CO
  • 2014-11-26 → 2016-06-14
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Memphis, TN
    Memphis, TN
    Atlanta, GA
    Memphis, TN
    Memphis, TN
    Collierville, TN
    Memphis, TN
  • 2014-02-18 → 2014-10-15
    Southstate Securities Corp.
    Memphis (Shelby), TN
    Memphis, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-02-13
  • S66 Uniform Combined State Law Examination
    2014-02-13
Other Names
  • Michelle Lynn White
  • Michelle Lynn East
  • Michelle East

View on SEC IAPD

More in Lake Mary, Fl, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor