Michael Yamka

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

• 05/2018 → 10/2018
  Amerigas
  Wrightstown, NJ
• 02/2026 → Present
  Fidelity Investments
  Trenton, NJ
• 04/2014 → 05/2018
  Russos Restaurant
  Mount Holly, NJ
• 02/2024 → 02/2026
  Wells Fargo
  Hainesport, NJ
• 03/2020 → 10/2020
  Unemployed
  Mount Holly, NJ
• 04/2022 → 06/2023
  Bonefish Bar And Grill
  Marlton, NJ
• 09/2023 → 01/2024
  Creative Financial Group
  Newtown Square, PA
• 10/2018 → 03/2020
  Pop Shop
  Medford, NJ
• 07/2023 → 09/2023
  Western And Southern
  Wayne, PA
• 10/2020 → 04/2022
  Westin Hotel
  Mount Laurel, NJ

Previous Registrations

• 2024-03-06 → 2026-02-06
  Wells Fargo Clearing Services, Llc
  Oakhurst, NJ
  Oakhurst, NJ
  Hainesport, NJ
  Marlton, NJ
• 2023-11-14 → 2024-01-31
  Mml Investors Services, Llc
  Newtown Square, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-24
• S63 Uniform Securities Agent State Law Examination
  2023-10-20

Other Names

• Michael Andrew Yamka
• Michael Yamka