S. Michael M. Helal
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
AUSTIN, TX
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CRD#: 2289719
Professional summary
S. Michael M Helal, CFP®, who also goes by S. M Helal, S. Michael M Helal, Salman M Helal, Salman Michael Helal, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Austin, Texas and FIDELITY BROKERAGE SERVICES LLC located in Austin, Texas.
S. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. S. Michael has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9, Series 10 and Series 8 exams.
Biography
I am proud to have worked for Fidelity Investments for almost 3 decades. I am here with the intention of helping you with your financial plan. By working closely with me, you can leverage my experience and Fidelity's resources to help educate you on ways to protect assets, generate income, grow, and transfer your wealth for future generations.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Retirement Income Management
Education Planning
Employee and Employer Plan Ben...
Investment Planning
Insurance Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
S. M Helal | S. Michael M Helal | Salman M Helal | Salman Michael Helal
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.
CRS (Client Relationship Summary) - RIA
Click below to view S. Michael M Helal's 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®
Start date: 2009
Education
University of Dallas
Master of Business Administration (MBA) - Financial Planning
1997
University of Texas
Bachelor of Business Administration - Finance
1992
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 11501 Alterra Pkwy Ste 115 & 500, Austin, TX 78758RIA
CRD#: 104555
AUSTIN, TX
Current
October 21, 1997 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758BD
CRD#: 7784
Austin, TX
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
AUSTIN, TX
Past
September 6, 2000 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
AUSTIN, TX
Past
July 22, 1993 - July 30, 1997
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Past
December 14, 1992 - May 26, 1993
H.J. MEYERS & CO., INC.
BD
CRD#: 15609
ROCHESTER, 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(10/28/2021)
RR
Arkansas(1/5/2018)
RR
California(10/12/2012)
RR
Colorado(8/10/2017)
RR
Connecticut(1/2/2015)
RR
District of Columbia(8/10/2017)
RR
Florida(12/5/2012)
RR
Georgia(8/10/2017)
RR
Hawaii(12/22/2021)
RR
Illinois(1/2/2015)
RR
Indiana(1/3/2020)
RR
Iowa(12/2/2024)
RR
Kansas(7/11/2022)
RR
Kentucky(9/12/2022)
RR
Louisiana(1/2/2015)
RR
Maine(1/4/2019)
RR
Maryland(8/10/2017)
RR
Massachusetts(8/10/2017)
RR
Michigan(9/20/2012)
RR
Minnesota(8/11/2017)
RR
Missouri(6/7/2021)
RR
Montana(10/26/2020)
RR
Nebraska(3/9/2022)
RR
Nevada(1/6/2017)
RR
New Hampshire(8/19/2025)
RR
New Mexico(1/3/2013)
RR
New York(8/11/2017)
RR
North Carolina(4/23/2020)
RR
Ohio(3/8/2022)
RR
Oklahoma(1/5/2018)
RR
Oregon(11/11/2015)
RR
Pennsylvania(1/6/2017)
RR
Tennessee(2/7/2017)
RR
Texas(10/21/1997)
IAR
Texas(3/31/2025)
RR
Vermont(5/22/2023)
RR
Virginia(8/11/2017)
RR
Washington(1/3/2013)
RR
Wisconsin(3/5/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 11/26/1996
General Securities Sales Supervisor Examination (Options Module & General Module)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)Upgrade to AdvisorCheck Premium
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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
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.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Austin, TXTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
