Michael Larose
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
NAPLES, FL
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CRD#: 4178196
Professional summary
Michael Larose, who also goes by Michael Charles La Rose, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Naples, Florida and FIDELITY BROKERAGE SERVICES LLC located in Naples, Florida.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Michael has worked at 6 firms and has passed the Series 66, SIE, Series 3, Series 7, Series 4, Series 10 and Series 9 exams.
Biography
I have been with Fidelity for over 17 years and have worked with clients and families like yours. I have a true passion for wealth planning and take pride in helping clients work toward their financial goals. Fidelity is a trusted brand in the financial industry providing solutions for all styles of investors.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Charles La Rose
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 Larose'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
Suffolk University
Bachelor of Science (BS) - Finance
1999
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 5200 Tamiami Trail N Suites 103 201 - 204, Naples, FL, 34103-2817RIA
CRD#: 104555
NAPLES, FL
Current
June 7, 2007 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 5200 N. Tamiami Trail Suites 103 201 - 204, Naples, FL, 34103BD
CRD#: 7784
Naples, FL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NAPLES, FL
Past
August 4, 2010 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
NAPLES, FL
Past
February 27, 2004 - December 7, 2006
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Past
May 17, 2002 - February 4, 2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP
BD
CRD#: 7325
BOSTON, MA
Past
June 2, 2000 - October 11, 2001
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
June 2, 2000 - October 11, 2001
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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(1/3/2011)
RR
Arizona(2/23/2021)
RR
Arkansas(1/6/2020)
RR
California(1/3/2011)
RR
Colorado(1/3/2011)
RR
Connecticut(10/12/2009)
RR
Delaware(5/6/2022)
RR
District of Columbia(1/3/2011)
RR
Florida(10/12/2009)
IAR
Florida(3/31/2025)
RR
Georgia(1/4/2010)
RR
Hawaii(1/3/2020)
RR
Illinois(1/4/2010)
RR
Indiana(2/23/2021)
RR
Iowa(3/19/2021)
RR
Kentucky(3/25/2023)
RR
Louisiana(1/3/2011)
RR
Maine(1/3/2011)
RR
Maryland(4/8/2021)
RR
Massachusetts(6/7/2007)
RR
Michigan(10/12/2009)
RR
Minnesota(1/3/2011)
RR
Missouri(8/11/2017)
RR
Montana(1/3/2020)
RR
Nevada(1/3/2011)
RR
New Hampshire(1/3/2011)
RR
New Jersey(10/12/2009)
RR
New Mexico(8/13/2021)
RR
New York(10/12/2009)
RR
North Carolina(1/5/2010)
RR
Ohio(10/13/2009)
RR
Oregon(8/11/2017)
RR
Pennsylvania(10/12/2009)
RR
Rhode Island(2/23/2021)
RR
South Carolina(1/4/2010)
RR
Tennessee(1/3/2011)
RR
Texas(6/7/2007)
IAR
Texas(3/31/2025)
RR
Utah(6/7/2007)
RR
Vermont(1/3/2011)
RR
Virginia(1/4/2010)
RR
Washington(8/11/2017)
RR
West Virginia(3/25/2023)
RR
Wisconsin(1/3/2011)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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#: 104555Naples, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
