Michael James Gracie

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

• 09/2025 → 09/2025
  Unemployed
  North Royalton, OH
• 01/2013 → 12/2016
  Cleveland State University
  Cleveland, OH
• 09/2025 → Present
  Fidelity Investments
  North Royalton, OH
• 03/2021 → 04/2021
  Unemployed
  Parma Heights, OH
• 09/2021 → 03/2024
  Fidelity Investments
  North Royalton, OH
• 04/2024 → 08/2024
  Triad Advisors
  Alanta, GA
• 03/2024 → 09/2025
  Lineweaver Financial Group
  Valley View, OH
• 05/2013 → 01/2017
  General Nutrition Store
  Cleveland, OH
• 03/2024 → 09/2025
  Lineweaver Wealth Advisors, Llc
  Valley View, OH
• 05/2017 → 01/2018
  National Automotive Experts
  Strongsville, OH
• 11/2016 → 05/2017
  Amtrust Financial Services
  Cleveland, OH
• 01/2018 → 03/2021
  Lincoln Investment Planning, Llc
  Fort Washington, PA
• 04/2021 → 05/2021
  Roundstone Insurance
  Lakewood, OH
• 01/2013 → 03/2021
  Kelly'S Tax And Financial
  Parma, OH
• 05/2021 → 09/2021
  Unemployed
  Parma Heights, OH

Previous Registrations

• 2019-01-25 → 2021-03-23
  Lincoln Investment
  Parma, OH
  North Royalton, OH
• 2019-06-07 → 2021-03-23
  Capital Analysts
  Parma, OH

Exams

• S66 Uniform Combined State Law Examination
  2025-12-15
• S63 Uniform Securities Agent State Law Examination
  2021-11-08