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Mitchell Ryan Siegel

Strategic Advisers LLC

Alpharetta, GA

Atlanta, GA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

11800 Amber Park Drive Suite 140, Alpharetta, GA 30009-2269 • United States

Atlanta, GA • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 02/2018 02/2019
Unemployeed Shalimar FL 06/2017 01/2018
University Of Alabama Tuscaloosa AL 08/2013 05/2017
Five Bar - Mle Llc Tuscaloosa AL 07/2015 05/2017
Fidelity Brokerage Services Llc Jacksonville FL 02/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2018 → 02/2019
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
  • 06/2017 → 01/2018
    Unemployeed
    Shalimar, FL
  • 08/2013 → 05/2017
    University Of Alabama
    Tuscaloosa, AL
  • 07/2015 → 05/2017
    Five Bar - Mle Llc
    Tuscaloosa, AL
  • 02/2019 → Present
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Alpharetta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-09
S63 Uniform Securities Agent State Law Examination 2018-08-01
  • S66 Uniform Combined State Law Examination
    2022-03-09
  • S63 Uniform Securities Agent State Law Examination
    2018-08-01
Other Names
  • Mitchell Siegel
  • Mitchell Ryan Siegel

View on SEC IAPD

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Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

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