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Michelle A Vetovis

Strategic Advisers LLC

Saunderstown, RI

Smithfield, RI

CRD 6811232

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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
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Saunderstown, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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 Smithfield RI 11/2012 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2012 → Present
    Fidelity Brokerage Services
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Other Businesses

OBA-99057|OrgNmn:Life is Good Playmaker Project|Org Addr:Boston,Massachuse,US|OBA Nature:1 in 3 kids experience some fo|Invst Rel:N|Title:Board Member|Duties:Decision making support, raising organization awareness, project/ program implementation support, organizational design consultation, connecti|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-11
  • S66 Uniform Combined State Law Examination
    2022-02-11
Other Names
  • Michelle Ann Reardon
  • Michelle Ann Vetovis
  • Michelle Vetovis

View on SEC IAPD

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