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Michael Simon

Strategic Advisers LLC

Campbell, CA

Campbell, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • United States

Campbell, CA • 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
Fidelity Investments Campbell CA 06/2022 Present
Santa Clara University Santa Clara CA 08/2021 06/2022
Coghlan Law Chicago IL 06/2021 08/2021
Santa Clara University Santa Clara CA 09/2020 06/2021
Illinois Secretary Of State Chicago IL 07/2020 09/2020
Santa Clara University Santa Clara CA 09/2019 07/2020
Coghlan Law Chicago CA 06/2019 09/2019
Santa Clara University Santa Clara CA 09/2018 06/2019
Coghlan Law Chicago IL 04/2018 09/2018
Billy Goat Tavern Chicago IL 08/2018 08/2018
St. Ignatius College Prep Chicago IL 08/2014 05/2018
Ayso Chicago IL 03/2013 04/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → Present
    Fidelity Investments
    Campbell, CA
  • 08/2021 → 06/2022
    Santa Clara University
    Santa Clara, CA
  • 06/2021 → 08/2021
    Coghlan Law
    Chicago, IL
  • 09/2020 → 06/2021
    Santa Clara University
    Santa Clara, CA
  • 07/2020 → 09/2020
    Illinois Secretary Of State
    Chicago, IL
  • 09/2019 → 07/2020
    Santa Clara University
    Santa Clara, CA
  • 06/2019 → 09/2019
    Coghlan Law
    Chicago, CA
  • 09/2018 → 06/2019
    Santa Clara University
    Santa Clara, CA
  • 04/2018 → 09/2018
    Coghlan Law
    Chicago, IL
  • 08/2018 → 08/2018
    Billy Goat Tavern
    Chicago, IL
  • 08/2014 → 05/2018
    St. Ignatius College Prep
    Chicago, IL
  • 03/2013 → 04/2018
    Ayso
    Chicago, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Campbell, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-09
  • S66 Uniform Combined State Law Examination
    2022-11-09
Other Names
  • Michael John Simon
  • Michael Simon

View on SEC IAPD

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LAN JIN
RICHARD ABARCA
DAVID WEI-JENG CHEN
RASHMINA LALANI
DAVID NGUYEN

Other Offices

MONTAGE CAPITAL · CAMPBELL, CA
LPL FINANCIAL LLC · CAMPBELL, CA
BEACON POINTE ADVISORS, LLC · CAMPBELL, CA
CETERA INVESTMENT ADVISERS LLC · CAMPBELL, CA
PRIVATE ADVISOR GROUP, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA

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