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Michael Alan Bancroft

Strategic Advisers LLC

Naperville, IL

St. Charles, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-15
IL RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-01-15
  • IL RA
    APPROVED
    Since 2025-03-31

Branch Locations

47 E Chicago Ave, Naperville, IL 60540-5325 • United States

St. Charles, IL • 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
Loyola University Chicago Chicago IL 08/2019 05/2020
Draper And Kramer, Inc. Chicago IL 05/2019 08/2019
Loyola University Chicago Chicago IL 08/2020 05/2021
Loyola University Chicago Chicago IL 08/2017 05/2018
Deloitte Chicago IL 06/2021 06/2024
Fidelity Investments Geneva IL 06/2024 Present
Loyola University Chicago Chicago IL 08/2018 05/2019
Holtorf Business Consulting, Llc. Saint Charles IL 05/2018 08/2018
Deloitte Chicago IL 07/2020 08/2020
Holtorf Business Consulting, Llc. Saint Charles IL 05/2017 08/2017
Unemployed Chicago IL 05/2020 07/2020
St. Charles North High School Saint Charles IL 04/2014 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 05/2020
    Loyola University Chicago
    Chicago, IL
  • 05/2019 → 08/2019
    Draper And Kramer, Inc.
    Chicago, IL
  • 08/2020 → 05/2021
    Loyola University Chicago
    Chicago, IL
  • 08/2017 → 05/2018
    Loyola University Chicago
    Chicago, IL
  • 06/2021 → 06/2024
    Deloitte
    Chicago, IL
  • 06/2024 → Present
    Fidelity Investments
    Geneva, IL
  • 08/2018 → 05/2019
    Loyola University Chicago
    Chicago, IL
  • 05/2018 → 08/2018
    Holtorf Business Consulting, Llc.
    Saint Charles, IL
  • 07/2020 → 08/2020
    Deloitte
    Chicago, IL
  • 05/2017 → 08/2017
    Holtorf Business Consulting, Llc.
    Saint Charles, IL
  • 05/2020 → 07/2020
    Unemployed
    Chicago, IL
  • 04/2014 → 05/2017
    St. Charles North High School
    Saint Charles, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chicago, IL
    Geneva, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-20
  • S66 Uniform Combined State Law Examination
    2024-09-20
Other Names
  • Michael A Bancroft
  • Michael Alan Bancroft

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NAPERVILLE, IL
BENJAMIN F. EDWARDS & COMPANY, INC. · Naperville, IL
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