Michael G. Leckington
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
RENTON, WA
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CRD#: 3018957
Professional summary
Michael Gene Leckington, CFP®, who also goes by Michael Gene Leckington, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Renton, Washington and FIDELITY BROKERAGE SERVICES LLC located in Bellevue, Washington.
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 3 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 7 and Series 4 exams.
Biography
I have been with Fidelity for over 21 years and love what I do. I am highly enthusiastic and passionate about building relationships and financial plans with my clients. My goal is to be your trusted adviser and add value to your relationship with Fidelity. I am committed to helping you work toward your financial and retirement goals and dedicated to providing world class service and providing an exceptional client experience.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Michael Gene Leckington
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.
OBA-99753|OrgNmn:Musician|Org Addr:Bothell,Washington,US|OBA Nature:Music Entertainment|Invst Rel:N|Title:Guitarist|Duties:Guitarist|StrtDt:06-16-23|TotHrs/mon:10|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Michael Gene Leckington'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: 2017
Education
University of Utah
Bachelor of Arts (BA) - Spanish
1996
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 10500 Ne 8th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303RIA
CRD#: 104555
RENTON, WA
Current
March 22, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 10500 Ne 8th Street-ste 100 Bellevue Place, Bellevue, WA 98004BD
CRD#: 7784
Bellevue, WA
Past
March 27, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BELLEVUE, WA
Past
July 13, 2018 - December 21, 2018
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
May 22, 2012 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BELLEVUE, WA
Past
December 5, 2007 - January 19, 2010
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SALT LAKE CITY, UT
Past
April 28, 1998 - January 27, 2010
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SALT LAKE CITY, UT
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
Alaska(4/5/2012)
RR
Arizona(4/12/2012)
RR
Arkansas(6/1/2023)
RR
California(4/24/2020)
RR
Colorado(8/10/2020)
RR
Connecticut(1/6/2025)
RR
Florida(11/15/2023)
RR
Georgia(3/11/2022)
RR
Hawaii(4/9/2012)
RR
Idaho(3/23/2012)
RR
Illinois(10/16/2025)
RR
Indiana(7/5/2024)
RR
Kentucky(1/6/2025)
RR
Montana(5/16/2023)
RR
Nevada(5/11/2020)
RR
New Hampshire(8/23/2021)
RR
New Jersey(5/9/2022)
RR
New Mexico(1/6/2025)
RR
New York(6/8/2020)
RR
North Carolina(5/7/2020)
RR
Oregon(6/20/2012)
RR
Pennsylvania(3/7/2022)
RR
Texas(5/4/2020)
IAR
Texas(3/31/2025)
RR
Utah(4/24/2020)
RR
Virginia(4/25/2020)
RR
Washington(4/5/2012)
IAR
Washington(3/31/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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#: 104555Renton, WATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
