Michael S. Costantini
Professional summary
Michael Stephen Costantini, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Tampa, Florida and FIDELITY BROKERAGE SERVICES LLC located in Jacksonville, Florida.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Michael has worked at 17 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 26 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Stephen Costantini's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
June 15, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246June 28, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
September 20, 2019 - May 12, 2021
CETERA WEALTH SERVICES, LLC
September 4, 2019 - May 12, 2021
SUMMIT FINANCIAL GROUP INC
August 6, 2019 - September 20, 2019
SUMMIT BROKERAGE SERVICES, INC.
May 1, 2017 - April 17, 2019
G.F. INVESTMENT SERVICES, LLC
April 4, 2017 - July 8, 2019
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
September 15, 2015 - March 29, 2017
FDX CAPITAL LLC
August 31, 2015 - September 14, 2015
ALT FUND DISTRIBUTORS LLC
August 1, 2011 - August 31, 2015
ALPS DISTRIBUTORS, INC.
March 13, 2009 - August 1, 2011
FORESIDE FUND SERVICES, LLC
April 25, 2008 - October 28, 2008
SUMMIT FINANCIAL GROUP INC
April 21, 2008 - October 28, 2008
SUMMIT BROKERAGE SERVICES, INC.
June 15, 2005 - April 2, 2008
BNY MELLON SECURITIES CORPORATION
May 20, 2005 - April 2, 2008
BNY MELLON SECURITIES CORPORATION
March 11, 1993 - May 23, 2005
SENTINEL FINANCIAL SERVICES COMPANY
May 24, 1991 - March 24, 1993
EQUITY SERVICES, INC.
May 11, 1989 - August 12, 1991
HIMCO DISTRIBUTION SERVICES COMPANY
July 25, 1988 - October 3, 1988
BLINDER, ROBINSON & CO., INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
