Michael J Cornwell

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

• 06/2007 → 05/2016
  Charles Schwab & Co., Inc
  Indianapolis, IN
• 09/2016 → 09/2018
  Scottrade
  Mequon, WI
• 05/2016 → 09/2016
  Unemployment
  Noblesville, IN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA
• 09/2018 → 01/2021
  Td Ameritrade
  Madison, WI
• 02/2021 → Present
  Fidelity Investments
  Farmington Hills, MI

Previous Registrations

• 2022-04-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Farmington, MI
• 2018-03-13 → 2021-01-11
  Td Ameritrade, Inc.
  Middleton, WI
• 2018-03-13 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Madison, WI
• 2017-04-19 → 2018-03-13
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-04-19
• S63 Uniform Securities Agent State Law Examination
  1998-11-16

Other Names

• Michael Jon Cornwell
• Michael J Cornwell
• Madeline Grace Yeh
• Michael J. Cornwell