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Michael Gerard Barwacz

Strategic Advisers LLC

Hoffman Estates, IL

Schaumburg, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Hoffman Estates, IL • United States

1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835 • 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
Td Ameritrade, Inc. Chicago IL 06/2009 12/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 04/2018 06/2019
Unemployed Hoffman Estates IL 01/2018 03/2018
Fidelity Brokerage Services Llc Geneva IL 06/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2009 → 12/2017
    Td Ameritrade, Inc.
    Chicago, IL
  • 04/2018 → 06/2019
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Rolling Meadows, IL
  • 01/2018 → 03/2018
    Unemployed
    Hoffman Estates, IL
  • 06/2019 → Present
    Fidelity Brokerage Services Llc
    Geneva, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-12
S63 Uniform Securities Agent State Law Examination 2009-10-12
  • S66 Uniform Combined State Law Examination
    2018-07-12
  • S63 Uniform Securities Agent State Law Examination
    2009-10-12
Other Names
  • Michael Barwacz
  • Michael Gerard Barwacz

View on SEC IAPD

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