Michael E. Fitzgerald
STRATEGIC ADVISERS LLC | Financial Consultant
READING, MA
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CRD#: 3162812
Professional summary
Michael E Fitzgerald, who also goes by Michael Edward Fitzgerald, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Reading, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Burlington, Massachusetts.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Michael has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
I partner with individuals and families to help grow, preserve and ultimately transition wealth across generations. While leveraging the vast resources of Fidelity, I lead with planning in an effort to help my clients implement a strategy aligned with their financial goals. My aim is to develop long lasting and personal relationships built on candor, integrity and trust.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Edward Fitzgerald
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.
OAA#: 50322 | Org Name:Michael Fitzgerald | Org Addr:reading, MA, US | Nature of Bus:Rental property | Invst Rel:Y | Title:Owner | Duties:Maintenance and rental administration | Start Dt:08/10/2008 | Total Hrs p/m:5 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Michael E Fitzgerald'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®
NoneEducation
Saint Anselm College
Bachelor of Arts (BA) - Business
1998
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528RIA
CRD#: 104555
READING, MA
Current
September 11, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 44 Burlington Mall Road Ste 100, Burlington, MA 01803BD
CRD#: 7784
BURLINGTON, MA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
September 22, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BURLINGTON, MA
Past
September 17, 2013 - August 20, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BURLINGTON, MA
Past
August 7, 2013 - August 20, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
BURLINGTON, MA
Past
December 22, 1999 - June 2, 2000
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
February 2, 1999 - October 15, 1999
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
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
Alabama(2/12/2021)
RR
Arizona(1/4/2019)
RR
California(1/5/2018)
RR
Colorado(4/23/2020)
RR
Connecticut(9/11/2014)
RR
Delaware(2/12/2021)
RR
District of Columbia(3/1/2024)
RR
Florida(9/11/2014)
RR
Georgia(1/4/2019)
RR
Illinois(5/6/2022)
RR
Maine(9/11/2014)
RR
Maryland(1/7/2022)
RR
Massachusetts(9/11/2014)
IAR
Massachusetts(3/31/2025)
RR
Minnesota(5/6/2022)
RR
New Hampshire(9/11/2014)
RR
New Jersey(3/4/2022)
RR
New York(9/11/2014)
RR
North Carolina(1/7/2018)
RR
Ohio(1/7/2019)
RR
Oregon(1/4/2019)
RR
Pennsylvania(1/5/2018)
RR
Puerto Rico(8/8/2020)
RR
South Carolina(1/4/2019)
RR
Texas(1/5/2016)
IAR
Texas(3/31/2025)
RR
Utah(4/23/2020)
RR
Vermont(11/8/2021)
RR
Virginia(1/5/2018)
RR
Washington(1/4/2019)
RR
Wisconsin(1/5/2018)
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
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
Financial ConsultantCRD#: 104555Reading, MATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
