Erick L Michaelson

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

• 01/2014 → 11/2017
  Ameriprise Financial Services, Inc.
  Farmington Hills, MI
• 11/2017 → 04/2022
  Pnc Investments
  Southfield, MI
• 04/2022 → Present
  Fidelity Investments
  Novi, MI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-08-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Novi, MI
• 2017-12-21 → 2022-04-20
  Pnc Wealth Management Llc
  Clawson, MI
  Royal Oak, MI
  Southfield, MI
  Warren, MI
  Madison Hgt, MI
  Troy, MI
  Sterling Heights, MI
  Troy, MI
  Troy, MI
• 2014-05-21 → 2017-11-22
  Ameriprise Financial Services, Llc
  Bloomfield Hills, MI
  Farmington Hills, MI

Exams

• S66 Uniform Combined State Law Examination
  2014-05-20

Other Names

• Erick L Michaelson
• Erick Michaelson