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John Michael Schmalbach

Strategic Advisers LLC

Mount Pleasant, MI

Novi, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Mount Pleasant, MI • United States

44244 West 12 Mile Road Suite 100, Novi, MI 48377-2616 • 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 Birmingham MI 04/2011 06/2020
Unemployed Mt. Pleasant MI 06/2020 01/2021
Fidelity Investments Novi MI 02/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2011 → 06/2020
    Fidelity Investments
    Birmingham, MI
  • 06/2020 → 01/2021
    Unemployed
    Mt. Pleasant, MI
  • 02/2021 → Present
    Fidelity Investments
    Novi, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-04-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Novi, MI
    Novi, MI
    Mount Pleasant, MI
  • 2018-07-13 → 2020-07-06
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2012-09-07 → 2018-07-13
    Strategic Advisers Llc
    Troy, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-04
S63 Uniform Securities Agent State Law Examination 2011-10-19
  • S66 Uniform Combined State Law Examination
    2012-09-04
  • S63 Uniform Securities Agent State Law Examination
    2011-10-19
Other Names
  • John M Schmalbach

View on SEC IAPD

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