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Michael William Brown

Strategic Advisers LLC

Vancouver, WA

Vancouver, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-01-21
TX RA APPROVED_RES 2025-08-29
WA RA APPROVED 2025-03-31
  • OR RA
    APPROVED
    Since 2026-01-21
  • TX RA
    APPROVED_RES
    Since 2025-08-29
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

655 W Columbia Way Suite 404, Vancouver, WA 98660-3613 • United States

Vancouver, WA • 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
Principal Life Insurance Company Des Moines IA 09/2013 07/2020
Princor Financial Services Corporation Des Moines IA 10/2013 07/2020
Unemployed Hillsboro OR 07/2020 06/2021
Principal Life Insurance Co Vancouver WA 06/2021 06/2022
Principal Securities Inc Vancouver WA 06/2021 06/2022
Fidelity Investments Vancouver WA 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2013 → 07/2020
    Principal Life Insurance Company
    Des Moines, IA
  • 10/2013 → 07/2020
    Princor Financial Services Corporation
    Des Moines, IA
  • 07/2020 → 06/2021
    Unemployed
    Hillsboro, OR
  • 06/2021 → 06/2022
    Principal Life Insurance Co
    Vancouver, WA
  • 06/2021 → 06/2022
    Principal Securities Inc
    Vancouver, WA
  • 07/2022 → Present
    Fidelity Investments
    Vancouver, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Vancouver, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-12
S63 Uniform Securities Agent State Law Examination 2015-03-13
  • S65 Uniform Investment Adviser Law Examination
    2022-10-12
  • S63 Uniform Securities Agent State Law Examination
    2015-03-13

View on SEC IAPD

Other Firms

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COLUMBIA RIVER FINANCIAL GROUP
LPL FINANCIAL LLC
ONEAMERICA SECURITIES, INC.

Other Investors

DARREN CLARK BLANCHARD
JASON P BLANCHARD
Ethan Thomas Blanchard
Eric Schwartz
Matthew C Stroder
SHENA QUEN BARTLETT
JEFFREY SCOTT LUKOWIAK
Brian Jennings Harmon

Other Offices

OSAIC WEALTH, INC. · Vancouver, WA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VANCOUVER, WA
OSAIC WEALTH, INC. · VANCOUVER, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Vancouver, WA
AMERIPRISE FINANCIAL SERVICES, LLC · VANCOUVER, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · VANCOUVER, WA
COLUMBIA RIVER FINANCIAL GROUP · VANCOUVER, WA
LPL FINANCIAL LLC · VANCOUVER, WA

More in Vancouver, WA

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