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Mitchell Charles Daniel Vail

Strategic Advisers LLC

Nocatee, FL

Jacksonville, FL

CRD 7811459

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-23
TX RA APPROVED 2025-05-21
  • FL RA
    APPROVED
    Since 2025-05-23
  • TX RA
    APPROVED
    Since 2025-05-21

Branch Locations

Nocatee, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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 Jacksonville FL 09/2023 Present
Perkins Post Frame Buildings Sparta KY 02/2023 08/2023
Citi Florence KY 02/2016 02/2023
Gateway Community And Technical College Florence KY 06/2019 05/2020
Northern Kentucky University Highland Heights KY 08/2020 05/2022
Amazon Erlanger KY 08/2023 08/2023
Doordash Saint Johns FL 09/2022 09/2023
  • 09/2023 → Present
    Fidelity Investments
    Jacksonville, FL
  • 02/2023 → 08/2023
    Perkins Post Frame Buildings
    Sparta, KY
  • 02/2016 → 02/2023
    Citi
    Florence, KY
  • 06/2019 → 05/2020
    Gateway Community And Technical College
    Florence, KY
  • 08/2020 → 05/2022
    Northern Kentucky University
    Highland Heights, KY
  • 08/2023 → 08/2023
    Amazon
    Erlanger, KY
  • 09/2022 → 09/2023
    Doordash
    Saint Johns, FL
Other Businesses

OBA-102683|OrgNmn:DoorDash|Org Addr:San Franci,California,US|OBA Nature:Online food ordering and food |Invst Rel:N|Title:Independent Contractor|Duties:My duties and obligations as a dasher is to deliver online orders that consists of food and other products from restaurants and grocery stores|StrtDt:09-01-22|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-16
S63 Uniform Securities Agent State Law Examination 2024-02-06
  • S66 Uniform Combined State Law Examination
    2025-05-16
  • S63 Uniform Securities Agent State Law Examination
    2024-02-06
Other Names
  • Mitchell Vail

View on SEC IAPD

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