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Michael Perez

Strategic Advisers LLC

Winter Garden, FL

Winter Park, 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

Winter Garden, FL • United States

900 North Orlando Ave, Winter Park, FL 32789-2924 • 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
Homemaking Winter Garden FL 09/2023 02/2024
Fidelity Investments Altamonte Springs FL 02/2024 Present
University Of Florida - Bureau Of Economic And Business Research Gainesville FL 08/2016 05/2017
Altria Group Distribution Company Orlando FL 05/2017 09/2023
Fidelity Investments Boston MA 03/2025 Present
  • 09/2023 → 02/2024
    Homemaking
    Winter Garden, FL
  • 02/2024 → Present
    Fidelity Investments
    Altamonte Springs, FL
  • 08/2016 → 05/2017
    University Of Florida - Bureau Of Economic And Business Research
    Gainesville, FL
  • 05/2017 → 09/2023
    Altria Group Distribution Company
    Orlando, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Winter Garden, FL
    Altamonte Springs, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-03
  • S66 Uniform Combined State Law Examination
    2024-09-03

View on SEC IAPD

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