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Michael Havey

Strategic Advisers LLC

Weymouth, MA

Smithfield, RI

Boston, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Weymouth, MA • United States

900 Salem Street, Smithfield, RI 02917-1243 • United States

155 Congress St, Boston, MA 02110-2511 • 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
Precinct 10 Restaurant Weymouth MA 06/2017 09/2020
Bay Pointe Waterfront Restaurant Quincy MA 09/2020 05/2022
Fidelity Investments Smithfield RI 06/2022 Present
Weymouth Public Schools Weymouth MA 01/2012 06/2017
University Of Massachusetts Amherst Amherst MA 09/2018 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 09/2020
    Precinct 10 Restaurant
    Weymouth, MA
  • 09/2020 → 05/2022
    Bay Pointe Waterfront Restaurant
    Quincy, MA
  • 06/2022 → Present
    Fidelity Investments
    Smithfield, RI
  • 01/2012 → 06/2017
    Weymouth Public Schools
    Weymouth, MA
  • 09/2018 → 05/2022
    University Of Massachusetts Amherst
    Amherst, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-04
S63 Uniform Securities Agent State Law Examination 2022-11-08
  • S66 Uniform Combined State Law Examination
    2023-08-04
  • S63 Uniform Securities Agent State Law Examination
    2022-11-08
Other Names
  • Michael Joseph Havey

View on SEC IAPD

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