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Michael Ridge Polk

Strategic Advisers LLC

Alpharetta, GA

Alpharetta, 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

Alpharetta, 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
Fidelity Investments Alpharetta GA 06/2023 Present
All Around Gymnastics Alpharetta GA 01/2015 06/2023
Fidelity Alpharetta GA 05/2022 08/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → Present
    Fidelity Investments
    Alpharetta, GA
  • 01/2015 → 06/2023
    All Around Gymnastics
    Alpharetta, GA
  • 05/2022 → 08/2022
    Fidelity
    Alpharetta, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Alpharetta, GA
Other Businesses

OBA-99939|OrgNmn:All Around Gymnastics|Org Addr:Alpharetta,Georgia,US|OBA Nature:business for individuas to par|Invst Rel:N|Title:Employee|Duties:To hep instruct some classes and camps for the gymnastics facility|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-08
  • S66 Uniform Combined State Law Examination
    2023-11-08
Other Names
  • Michael Ridge Polk
  • Michael Polk

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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