Michael Alexander Lehman

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

• 09/2023 → Present
  Fidelity Investments
  Jacksonville, FL
• 05/2023 → 09/2023
  Marriott
  Hilton Head Island, SC
• 05/2022 → 06/2022
  Mccaffrey's Food Market
  New Hope, PA
• 11/2020 → 12/2020
  Ups
  New Hope, PA
• 08/2019 → 05/2023
  Coastal Carolina University
  Conway, SC
• 09/2015 → 06/2019
  New Hope-Solebury High School
  New Hope, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-02-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-02-03
• S63 Uniform Securities Agent State Law Examination
  2024-01-04

Other Names

• Michael Lehman