Michelle A Serlin

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

• 07/2010 → Present
  Fidelity Investments
  Scottsdale, AZ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Vancouver, WA
  Roseville, CA
• 2010-08-18 → 2018-07-13
  Strategic Advisers Llc
  Scottsdale, AZ
• 2009-10-23 → 2010-07-26
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Phoenix, AZ
• 2009-06-22 → 2009-10-15
  Cambridge Investment Research Advisors, Inc.
  Scottsdale, AZ
• 2004-11-04 → 2009-05-13
  Strategic Advisers Llc
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2004-10-14
• S63 Uniform Securities Agent State Law Examination
  1999-03-31

Other Names

• Michelle Ann Clay
• Michelle Serlin
• Michelle Ann Serlin