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Michael Forte

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Jacksonville, FL • 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
Hoverfly Technologies Sanford FL 09/2022 06/2023
Fidelity Investments Jacksonville FL 06/2023 Present
Embry Riddle Aeronautical University Daytona Beach FL 08/2021 05/2022
Uber Daytona Beach FL 01/2020 06/2023
Embry Riddle Aeronautical University Daytona Beach FL 08/2016 05/2022
Instacart Daytona Beach FL 01/2020 06/2023
Fidelity Investments Boston MA 03/2025 Present
  • 09/2022 → 06/2023
    Hoverfly Technologies
    Sanford, FL
  • 06/2023 → Present
    Fidelity Investments
    Jacksonville, FL
  • 08/2021 → 05/2022
    Embry Riddle Aeronautical University
    Daytona Beach, FL
  • 01/2020 → 06/2023
    Uber
    Daytona Beach, FL
  • 08/2016 → 05/2022
    Embry Riddle Aeronautical University
    Daytona Beach, FL
  • 01/2020 → 06/2023
    Instacart
    Daytona Beach, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Atlantic Beach, FL
    Jacksonville, FL
Other Businesses

OBA-120944|OrgNmn:Curri|Org Addr:Jacksonvil,Florida,US|OBA Nature:delivery|Invst Rel:N|Title:Independent Contractor|Duties:pickup and drop off things|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-100261|OrgNmn:Instacart|Org Addr:San Franci,California,US|OBA Nature:Pickup and dropoff groceries t|Invst Rel:N|Title:Independent Contractor|Duties:Pickup and delivery groceries to customers|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-02
S63 Uniform Securities Agent State Law Examination 2023-10-17
  • S66 Uniform Combined State Law Examination
    2024-08-02
  • S63 Uniform Securities Agent State Law Examination
    2023-10-17
Other Names
  • Mike Forte
  • Michael Forte
  • Michael Timothy Forte

View on SEC IAPD

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Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
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