Michele Weiss

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

• 11/2016 → 04/2018
  Patxi'S
  Greenbrae, CA
• 10/2016 → 11/2016
  Unemployed
  San Rafael, CA
• 05/2016 → 09/2016
  Prospect Mortgage
  Santa Rosa, CA
• 04/2018 → 09/2020
  Northwestern Mutual Investment Services Llc
  San Francisco, CA
• 04/2018 → 09/2020
  Northwestern Mutual Wealth Management Company
  San Francisco, CA
• 08/2020 → 05/2023
  Massmutual Life Insurance Company
  Walnut Creek, CA
• 09/2020 → 05/2023
  Mml Investors Services, Llc
  Walnut Creek, CA
• 05/2023 → Present
  Fidelity Investments
  Redmond, WA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-02-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Redmond, WA

Exams

• S66 Uniform Combined State Law Examination
  2024-01-11
• S63 Uniform Securities Agent State Law Examination
  2020-06-11

Other Names

• Michele Marie Weiss