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Michael Patrick Fennell

Strategic Advisers LLC

Danvers, MA

Salem, 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
  • MA RA
    APPROVED
    Since 2025-03-31

Branch Locations

152 Endicott Street, Danvers, MA 01923-3619 • United States

Salem, MA • 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
Melrose Public Works Melrose MA 05/2015 08/2018
Revolution Catering Woburn MA 05/2019 08/2019
Johnson O'HAre Billerica MA 05/2021 08/2021
Instacart Melrose MA 03/2020 04/2021
Fidelity Investments Merrimack NH 08/2022 Present
University Of Alabama Tuscaloosa AL 08/2018 07/2022
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 08/2018
    Melrose Public Works
    Melrose, MA
  • 05/2019 → 08/2019
    Revolution Catering
    Woburn, MA
  • 05/2021 → 08/2021
    Johnson O'HAre
    Billerica, MA
  • 03/2020 → 04/2021
    Instacart
    Melrose, MA
  • 08/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2018 → 07/2022
    University Of Alabama
    Tuscaloosa, AL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Danvers, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-12
S63 Uniform Securities Agent State Law Examination 2022-12-05
  • S66 Uniform Combined State Law Examination
    2024-02-12
  • S63 Uniform Securities Agent State Law Examination
    2022-12-05
Other Names
  • Michael Patrick Fennell
  • Michael Fennell

View on SEC IAPD

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JANNEY MONTGOMERY SCOTT LLC
ROBERT W. BAIRD & CO. INCORPORATED
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FORTIS CAPITAL ADVISORS, LLC
NVEST FINANCIAL, LLC

Other Investors

CAMAY KWONG PASCUCCI
KATELYNN JULIE KENDALL
Zachary Delano
DOUGLAS TILGHMAN WILSON
Mark Patrick Sullivan
JAMES FRANKEL HORROCKS
SEAN PATRICK GIBBONS
SHANE POULIN

Other Offices

ONEDIGITAL · Danvers, MA
RBC CAPITAL MARKETS, LLC · DANVERS, MA
JANNEY MONTGOMERY SCOTT LLC · Danvers, MA
ROBERT W. BAIRD & CO. INCORPORATED · Danvers, MA
CETERA INVESTMENT ADVISERS LLC · DANVERS, MA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Danvers, MA
FORTIS CAPITAL ADVISORS, LLC · Danvers, MA
NVEST FINANCIAL, LLC · DANVERS, MA

More in Danvers, MA

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