Michael Panzeca

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

• 11/2012 → Present
  Fidelity Investments
  Covington, KY
• 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
  Smithfield, RI
  Bay Village, OH
• 2013-05-20 → 2018-07-13
  Strategic Advisers Llc
  Atlanta, GA
  Rocky River, OH
  Covington, KY
  Rocky River, OH
  Westlake, OH
• 2011-11-30 → 2012-11-14
  Harrisdirect Llc
  Arlington, VA
• 2010-09-02 → 2011-10-11
  Charles Schwab & Co., Inc.
  Sandy Springs, GA
• 2002-01-25 → 2009-12-07
  Strategic Advisers Llc
  Atlanta, GA
  Atlanta, GA

Other Businesses

OBA-3466|OrgNmn:Self|Org Addr:Bay VIllag,Ohio,US|OBA Nature:Musician|Invst Rel:N|Title:Musician|Duties:Occasionally perform music. Recording music. Potentially selling CD's of my music.|StrtDt:10-23-08|TotHrs/mon:4|TrdHrs/mon:0|OBA-97158|OrgNmn:Kill Room Productions|Org Addr:Bay Villag,Ohio,US|OBA Nature:Music production|Invst Rel:N|Title:Undefined, but it would be owned |Duties:write, record, produce, and market music|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2001-12-21
• S63 Uniform Securities Agent State Law Examination
  1999-03-11

Other Names

• Michael Jerome Panzeca