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Michael Timothy Goldberg

Strategic Advisers LLC

Melbourne, FL

Winter Park, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Melbourne, FL • United States

900 North Orlando Ave, Winter Park, FL 32789-2924 • 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
Stonewell Bar Orlanddo FL 05/2017 10/2019
Charles Schwab & Co., Inc. Orlando FL 05/2017 01/2021
Downtown Pour House Orlando FL 01/2016 01/2017
Chiphi Food Truck Orlando FL 01/2016 05/2017
Schwab Priavte Client Investment Advisory, Inc. Orlando FL 01/2021 05/2023
Fidelity Investments Altamonte Springs FL 06/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2017 → 10/2019
    Stonewell Bar
    Orlanddo, FL
  • 05/2017 → 01/2021
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 01/2016 → 01/2017
    Downtown Pour House
    Orlando, FL
  • 01/2016 → 05/2017
    Chiphi Food Truck
    Orlando, FL
  • 01/2021 → 05/2023
    Schwab Priavte Client Investment Advisory, Inc.
    Orlando, FL
  • 06/2023 → Present
    Fidelity Investments
    Altamonte Springs, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-25
S63 Uniform Securities Agent State Law Examination 2017-08-25
  • S66 Uniform Combined State Law Examination
    2019-09-25
  • S63 Uniform Securities Agent State Law Examination
    2017-08-25
Designations
Other Names
  • Michael Timothy Corrigan
  • Michael Timothy Corrigan
  • Michael Timothy Goldberg

View on SEC IAPD

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