Michael Thomas Roehrig

Strategic Advisers LLC

Carle Place, NY

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Carle Place, NY • United States

1075 Northern Blvd, Roslyn, NY 11576-1681 • 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

Organization	City	State	From	To
Pruco Securities, Llc	Melville	NY	01/2018	02/2020
Stony Brook University	Stony Brook	NY	09/2011	12/2017
The Prudential Insurance Company Of America	Melville	NY	04/2018	02/2020
Fidelity Brokerage Services Llc	Roslyn	NY	02/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

01/2018 → 02/2020

Pruco Securities, Llc

Melville, NY
09/2011 → 12/2017

Stony Brook University

Stony Brook, NY
04/2018 → 02/2020

The Prudential Insurance Company Of America

Melville, NY
02/2020 → Present

Fidelity Brokerage Services Llc

Roslyn, NY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-05-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

Roslyn, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-04-08
S63	Uniform Securities Agent State Law Examination	2018-04-09

S66 Uniform Combined State Law Examination

2022-04-08
S63 Uniform Securities Agent State Law Examination

2018-04-09

View on SEC IAPD

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