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Avery Dane Ritz

Strategic Advisers LLC

Novi, MI

Canton Township, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-14
MI RA APPROVED 2025-10-07
  • TX RA
    APPROVED
    Since 2026-07-14
  • MI RA
    APPROVED
    Since 2025-10-07

Branch Locations

44244 West 12 Mile Road Suite 100, Novi, MI 48377-2616 • United States

Canton Township, MI • 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
Unemployed Dearborn Heights MI 04/2025 06/2025
Student Wickliffe OH 01/2014 07/2020
Western Southern Life Livionia MI 07/2024 04/2025
Student Bowling Green OH 09/2020 04/2024
Doordash Bowling Green OH 05/2021 02/2024
Little Caesars Pizza Mentor-On-The-Lake OH 05/2019 09/2020
Fidelity Investments Novi MI 06/2025 Present
W&S Brokerage Cincinnati OH 07/2024 04/2025
Unemployed Dearborn Heights MI 04/2024 07/2024
  • 04/2025 → 06/2025
    Unemployed
    Dearborn Heights, MI
  • 01/2014 → 07/2020
    Student
    Wickliffe, OH
  • 07/2024 → 04/2025
    Western Southern Life
    Livionia, MI
  • 09/2020 → 04/2024
    Student
    Bowling Green, OH
  • 05/2021 → 02/2024
    Doordash
    Bowling Green, OH
  • 05/2019 → 09/2020
    Little Caesars Pizza
    Mentor-On-The-Lake, OH
  • 06/2025 → Present
    Fidelity Investments
    Novi, MI
  • 07/2024 → 04/2025
    W&S Brokerage
    Cincinnati, OH
  • 04/2024 → 07/2024
    Unemployed
    Dearborn Heights, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-03
S63 Uniform Securities Agent State Law Examination 2024-09-13
  • S66 Uniform Combined State Law Examination
    2025-10-03
  • S63 Uniform Securities Agent State Law Examination
    2024-09-13

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CHARLES SCHWAB & CO., INC.
DAHRING | CUSMANO AND ASSOCIATES

Other Investors

BRYAN SCOTT SMITH
DOUGLAS SCOTT SMITH
ROBERT PAUL SCHMANSKY
Karrie Nicole Maier
DAVID RENE MERCIER
Melissa K Frantz
ANTHONY MICHAEL CARUANA
ELIZABETH KLAPPER DEUTCH

Other Offices

PATHWORKS FINANCIAL, INC. · NOVI, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI
SPC · Novi, MI
J.P. MORGAN SECURITIES LLC · NOVI, MI
ALLSTATE FINANCIAL ADVISORS, LLC · Novi, MI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · NOVI, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI
CHARLES SCHWAB & CO., INC. · Novi, MI

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