Best Investors Account Sign in

Michelle Lee Gallagher

Strategic Advisers LLC

Brooklyn, CT

CRD 3168109

Claim This Profile
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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Brooklyn, CT • 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 Brokerage Services Llc Marlborough MA 01/2008 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2008 → Present
    Fidelity Brokerage Services Llc
    Marlborough, 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
    Palm Beach Gardens, FL
    Brooklyn, CT
  • 2011-02-24 → 2018-07-13
    Strategic Advisers Llc
    Brooklyn, CT
    Brooklyn, CT
    Cambridge, MA
    Brooklyn, CT
    Merrimack, NH
Other Businesses

OBA-104700|OrgNmn:The Woodstock Tavern|Org Addr:Woodstock,Connecticu,US|OBA Nature:Small local restaurant |Invst Rel:N|Title:Server / bartender|Duties:serve food/beverage to customers|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-02-23
S63 Uniform Securities Agent State Law Examination 1998-12-30
  • S66 Uniform Combined State Law Examination
    2011-02-23
  • S63 Uniform Securities Agent State Law Examination
    1998-12-30
Other Names
  • Michelle L Turchetti
  • Michelle Lee Turchetti

View on SEC IAPD

More in Brooklyn, CT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor