Michael K. Mccann
Professional summary
Michael Kenneth Mccann, who also goes by Michael Kenneth Mccann, Michael Mccann, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Annandale, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Michael has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 10 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Kenneth Mccann's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
March 1, 2023 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917May 22, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
April 3, 2018 - January 17, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 23, 2018 - January 17, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 29, 2015 - June 23, 2017
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC
April 29, 2015 - November 16, 2015
SIGNATOR INVESTORS, INC.
April 14, 2015 - November 16, 2015
SIGNATOR INVESTORS, INC.
February 13, 2008 - April 15, 2015
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
February 13, 2008 - April 15, 2015
NYLIFE DISTRIBUTORS LLC
September 26, 2007 - February 11, 2008
EAGLE STRATEGIES LLC
October 26, 2006 - February 5, 2008
NYLIFE SECURITIES LLC
January 31, 2005 - October 27, 2006
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
December 20, 2002 - February 14, 2003
NYLIFE SECURITIES LLC
November 2, 1998 - October 27, 2006
NYLIFE DISTRIBUTORS LLC
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
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.
