Michael P. Devine
Professional summary
Michael P. Devine, who also goes by Michael P Devine, Michael Patrick Devine, Mike Patrick Devine, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Lake Oswego, Oregon and FIDELITY BROKERAGE SERVICES LLC located in Tigard, Oregon.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Michael has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9, Series 10 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael P. Devine's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224February 15, 2023 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224February 24, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
September 21, 2009 - February 7, 2023
CHARLES SCHWAB & CO., INC.
September 4, 2009 - February 7, 2023
CHARLES SCHWAB & CO., INC.
March 31, 2008 - August 7, 2009
PURSHE KAPLAN STERLING INVESTMENTS
April 3, 2007 - August 14, 2009
WEALTHTRUST ARIZONA
February 27, 2007 - April 11, 2008
OSAIC SERVICES, INC.
February 1, 1994 - January 31, 2007
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/15/2023)
(2/15/2023)
(1/4/2025)
(3/27/2023)
(9/29/2023)
(3/27/2023)
(2/15/2023)
(4/15/2025)
(8/14/2023)
(2/15/2023)
(2/15/2023)
(1/4/2025)
(5/21/2023)
(2/15/2023)
(3/31/2025)
(1/4/2025)
(9/25/2023)
(3/31/2025)
(7/30/2024)
(2/15/2023)
Exams
Series 8
Date: 8/28/1997
General Securities Sales Supervisor Examination (Options Module & General Module)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.
