Michael E Fitzgerald

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

• 08/2014 → Present
  Fidelity Investments
  Burlington, MA
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2014-09-22 → 2018-07-13
  Strategic Advisers Llc
  Burlington, MA
• 2013-09-17 → 2014-08-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Burlington, MA

Other Businesses

OBA-9736|OrgNmn:Rental Property- two family house|Org Addr:reading,Massachuse,US|OBA Nature:rental property|Invst Rel:Y|Title:owner|Duties:maintenance and rental administration|StrtDt:08-10-08|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2013-09-16
• S63 Uniform Securities Agent State Law Examination
  1999-02-16

Other Names

• Michael Edward Fitzgerald