Michael J. Verroi

STRATEGIC ADVISERS LLC | Vice President, Wealth Planner

ALPHARETTA, GA

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CRD#: 2177248

Professional summary

Michael J Verroi, CFP®, who also goes by Michael James Verroi, Mike Verroi, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Alpharetta, Georgia and FIDELITY BROKERAGE SERVICES LLC located in Alpharetta, Georgia.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Michael has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6, Series 10, Series 9 and Series 24 exams.

Biography

I co-create strategies that empower my clients to support the people and causes they care most about.   Most people feel a sense of responsibility for their loved ones, and we develop systems and structure that help them meet these obligations.

Question & Answer

What are your service offerings?

Insurance Planning

Retirement Planning

Investment Planning

Are you a "fiduciary"?

Yes

Aliases

Michael James Verroi | Mike Verroi

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 J Verroi'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: 2004

Education

San Jose State University

Master of Business Administration (MBA) - Business

1988

Clemson University

Bachelor of Science (BS) - Mechanical Engineering

1984

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 11800 Amber Park Drive Suite 140, Alpharetta, GA 30009-2269

RIA

CRD#: 104555

ALPHARETTA, GA

Current

March 9, 2010 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 11800 Amberpark Drive Suite 140, Alpharetta, GA 30009

CRD#: 7784

ALPHARETTA, GA

Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

ALPHARETTA, GA

Past

March 12, 2010 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

ALPHARETTA, GA

Past

January 11, 2010 - February 24, 2010

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

ALPHARETTA, GA

Past

January 4, 2010 - February 24, 2010

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

ALPHARETTA, GA

Past

April 11, 2008 - December 12, 2008

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

ATLANTA, GA

Past

April 2, 2008 - December 12, 2008

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

ATLANTA, GA

Past

March 14, 2006 - April 16, 2008

NEW ENGLAND SECURITIES

RIA

CRD#: 615

ALPHARETTA, GA

Past

August 25, 2003 - April 16, 2008

NEW ENGLAND SECURITIES

CRD#: 615

ALPHARETTA, GA

Past

October 25, 1991 - August 28, 2003

NYLIFE SECURITIES LLC

CRD#: 5167

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".

STRATEGIC ADVISERS LLC

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.

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

Alabama
(3/9/2010)

Arkansas
(1/4/2025)

California
(4/23/2020)

Colorado
(8/10/2017)

Florida
(3/9/2010)

Georgia
(3/9/2010)

IAR

Georgia
(3/31/2025)

Illinois
(1/6/2025)

Indiana
(10/18/2023)

Maine
(7/21/2023)

Massachusetts
(4/26/2021)

Michigan
(9/9/2022)

Minnesota
(1/4/2025)

Mississippi
(4/23/2020)

Missouri
(6/4/2025)

New Hampshire
(4/5/2023)

New Jersey
(10/9/2019)

New York
(8/24/2020)

North Carolina
(8/3/2021)

Ohio
(1/6/2025)

Pennsylvania
(9/18/2020)

South Carolina
(3/9/2010)

Tennessee
(3/9/2010)

Texas
(3/9/2010)

IAR

Texas
(3/31/2025)

Virginia
(5/20/2023)

Washington
(11/13/2025)

Wisconsin
(3/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 2/6/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/4/1996

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 2/6/1992

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 10/23/1991

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 10

Date: 9/23/2010

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 9/8/2010

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 24

Date: 2/27/1998

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

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)

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 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	Cover Page	Report

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Michael J. Verroi

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael J Verroi's CRS (Customer Relationship Summary).

Certified licenses

Education

San Jose State University

Clemson University

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/6/1992

SIE

Date: 10/1/2018

Series 7

Date: 4/4/1996

Series 22

Date: 2/6/1992

Series 6

Date: 10/23/1991

Series 10

Date: 9/23/2010

Series 9

Date: 9/8/2010

Series 24

Date: 2/27/1998

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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