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Adam Szerlag

Strategic Advisers LLC

Ann Arbor, MI

Ann Arbor, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

500 E. Eisenhower Pkwy Ste 100, Ann Arbor, MI 48108-3349 • United States

Ann Arbor, MI • 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
Lakelands Golf And Country Club Brighton MI 08/2017 10/2021
Oakee Investment Services Sarasota MI 05/2022 08/2022
Grand Valley State University Allendale MI 09/2019 05/2023
Brighton Area Schools Brighton MI 09/2012 09/2019
Fidelity Ann Arbor MI 06/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2017 → 10/2021
    Lakelands Golf And Country Club
    Brighton, MI
  • 05/2022 → 08/2022
    Oakee Investment Services
    Sarasota, MI
  • 09/2019 → 05/2023
    Grand Valley State University
    Allendale, MI
  • 09/2012 → 09/2019
    Brighton Area Schools
    Brighton, MI
  • 06/2023 → Present
    Fidelity
    Ann Arbor, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Ann Arbor, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-01
  • S66 Uniform Combined State Law Examination
    2023-11-01
Other Names
  • Adam David Szerlag

View on SEC IAPD

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OSAIC ADVISORY SERVICES, LLC
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Other Investors

WILLIAM ROBERT ELGER
JOHN ALEXANDER MCCLELLAN
JEFFREY STEPHEN SELF
DOUGLAS ALAN VANDERSTELT
MARCUS MAYURKANT TRIVEDI
JENNIFER A. WATSON
SCOTT ARTHUR HAYDEN
DENNIS JOHN CUNNINGHAM

Other Offices

SPC · ANN ARBOR, MI
SPC · Ann Arbor, MI
LPL FINANCIAL LLC · ANN ARBOR, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ANN ARBOR, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ANN ARBOR, MI
FIRST HEARTLAND CONSULTANTS, INC. · ANN ARBOR, MI
LPL FINANCIAL LLC · ANN ARBOR, MI
OSAIC ADVISORY SERVICES, LLC · Ann Arbor, MI

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