Michael A. Moceri
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
SAINT AUGUSTINE, FL
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CRD#: 2522549
Professional summary
Michael Andrew Moceri, CFP®, who also goes by Michael Andrew Moceri, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Saint Augustine, 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 1994. Michael has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
I have over 28 years of experience as a Financial Consultant. I work closely with my clients and their families to help them plan and work towards their long term financial goals. I am committed to building long lasting, highly engaged relationships with my clients.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Andrew Moceri
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 Michael Andrew Moceri'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®
Education
Wayne State University
Bachelor of Science (BS) - Business
1994
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4671 Town Center Pkwy, Jacksonville, FL 32246RIA
CRD#: 104555
SAINT AUGUSTINE, FL
Current
June 25, 2010 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4671 Town Center Pkwy, Jacksonville, FL 32246BD
CRD#: 7784
Jacksonville, FL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
JACKSONVILLE, FL
Past
September 27, 2010 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
JACKSONVILLE, FL
Past
May 30, 2008 - June 14, 2010
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
ST. JOHNS, FL
Past
March 18, 1999 - May 30, 2008
FFP SECURITIES, INC.
BD
CRD#: 16337
SHELBY TOWNSHIP, MI
Past
September 26, 1996 - March 16, 1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
September 14, 1994 - September 19, 1996
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
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
California(8/9/2017)
RR
Colorado(8/19/2019)
RR
Connecticut(4/23/2020)
RR
District of Columbia(9/29/2023)
RR
Florida(6/25/2010)
IAR
Florida(3/31/2025)
RR
Georgia(6/25/2010)
RR
Indiana(9/19/2019)
RR
Kentucky(8/9/2017)
RR
Maine(1/29/2019)
RR
Massachusetts(2/28/2019)
RR
Michigan(8/11/2016)
RR
Minnesota(5/5/2022)
RR
Mississippi(5/8/2023)
RR
Missouri(7/29/2014)
RR
New Hampshire(11/16/2020)
RR
New Jersey(4/23/2020)
RR
New Mexico(9/29/2023)
RR
New York(6/25/2010)
RR
North Carolina(7/30/2014)
RR
Ohio(3/25/2023)
RR
Puerto Rico(8/9/2017)
RR
South Carolina(6/25/2010)
RR
Tennessee(9/19/2019)
RR
Texas(8/9/2017)
IAR
Texas(3/31/2025)
RR
Virginia(11/17/2017)
RR
West Virginia(8/4/2016)
RR
Wisconsin(6/6/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Saint Augustine, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
