Michaela S Toboso

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

• 04/2022 → 12/2023
  J.P. Morgan Securities, Llc
  Fort Worth, TX
• 11/2020 → 12/2023
  Jpmorgan Chase Bank, N.A.
  Fort Worth, TX
• 09/2021 → 12/2023
  Spark Driver
  Fort Worth, TX
• 07/2020 → 07/2020
  Newbern Excel
  Arlington, TX
• 05/2015 → 06/2020
  Fareway Grocery Stores
  Burlington, IA
• 02/2019 → 04/2020
  Western Illinois University Bookstore
  Macomb, IL
• 12/2016 → 06/2018
  Center For Business Scc
  Burlington, IA
• 11/2020 → 04/2021
  American Eagle Outfitters Inc
  Abilene, TX
• 08/2020 → 10/2020
  Unemployed
  Arlington, TX
• 12/2023 → Present
  Fidelity Investments
  Fort Worth, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-04-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-04-08
• S63 Uniform Securities Agent State Law Examination
  2022-07-18

Other Names

• Michaela Toboso
• Michaela S Toboso