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Michael A. Sharkansky

Michael A. Sharkansky

STRATEGIC ADVISERS LLC | Financial Consultant
HARRISON, NY
Some features on this profile are disabled
CRD#: 1871346
Michael A. Sharkansky

Professional summary

Michael A. Sharkansky, CFP®, who also goes by Michael Alan Sharkansky, Michael Sharkansky, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Harrison, New York and FIDELITY BROKERAGE SERVICES LLC located in New York, New York.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Michael has worked at 8 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 55, Series 3 and Series 7 exams.

Biography

With more than a decade of financial services experience, I enjoy collaborating with clients and their families to develop personalized financial plans to help them achieve peace of mind that they are on track to achieve their goals.
top-8-questions

Question & Answer

What are your service offerings?
Education Planning
Insurance Planning
Investment Planning
Comprehensive Financial Planni...
Estate Planning
Retirement Planning
Retirement Income Management
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes

Aliases

Michael Alan Sharkansky | Michael Sharkansky

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael A. Sharkansky's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2022

Education

New Hampshire College

Bachelor of Science (BS) - Economics & Finance

1988

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 13a W 61st St, New York, NY 10023-0000
RIA
CRD#: 104555
HARRISON, NY
Current

July 30, 2020 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 13a West 61st St., New York, NY 10023
BD
CRD#: 7784
New York, NY
Past

August 3, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
NEW YORK, NY
Past

July 29, 2009 - February 3, 2010

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
STAMFORD, CT
Past

July 30, 2008 - February 2, 2010

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
STAMFORD, CT
Past

July 3, 2007 - July 3, 2008

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MT KISCO, NY
Past

July 21, 2003 - November 23, 2005

ELECTRONIC TRADING GROUP, LLC

BD
CRD#: 37453
NEW YORK, NY
Past

August 23, 1996 - September 23, 2003

BEANPOT FINANCIAL SERVICES, INC.

BD
CRD#: 39549
GLENCOE, IL
Past

October 11, 1992 - October 27, 1993

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

October 8, 1990 - December 4, 1992

C.P. BAKER SECURITIES INCORPORATED

BD
CRD#: 26233
BOSTON, MA
Past

December 21, 1989 - September 28, 1990

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(3/25/2023)
RR
California
(11/28/2022)
RR
Connecticut
(7/31/2020)
RR
Delaware
(7/19/2024)
RR
Florida
(7/30/2020)
RR
Georgia
(7/25/2022)
RR
Illinois
(1/31/2022)
RR
Massachusetts
(5/4/2021)
RR
Michigan
(12/7/2023)
RR
New Hampshire
(4/22/2024)
RR
New Jersey
(8/28/2020)
RR
New York
(8/28/2020)
IAR
New York
(3/31/2025)
RR
North Carolina
(9/11/2023)
RR
Pennsylvania
(8/28/2020)
RR
Puerto Rico
(3/29/2022)
RR
Rhode Island
(5/3/2024)
RR
Texas
(3/25/2023)
IAR
Texas
(3/31/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/28/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/28/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/30/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/9/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 8/22/2003
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 3
Date: 6/7/2000
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 12/16/1989
General Securities Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)
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Contact information

Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

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.

Company Information

STRATEGIC ADVISERS LLC

Financial ConsultantCRD#: 104555Harrison, NY

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Contact information

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xxxxx@xxxx.xxx

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