Mikkel F. Louie
STRATEGIC ADVISERS LLC | Vice President Private Wealth Management Advisor
BELLEVUE, WA
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CRD#: 4280462
Professional summary
Mikkel F Louie, CFP®, who also goes by Mikkel F Louie, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Bellevue, Washington and FIDELITY BROKERAGE SERVICES LLC located in Bellevue, Washington.
Mikkel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Mikkel has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I'm a Wealth Management Advisor with over 20 years of experience in the financial services industry and am a Certified Financial Planner™. My team and I help affluent families execute a holistic, personalized wealth strategy designed for the growth, preservation, and transfer of their wealth. Our goal is to listen and understand your goals, who and what is important in your life and then coordinate the input and involvement of a team of specialists to help with wealth strategies.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Estate Planning
Insurance Planning
Retirement Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Mikkel F Louie
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#: 1732 | Org Name:Mikkel Louie | Org Addr:SAMMAMISH, WA, US | Nature of Bus:Rental properties | Invst Rel:Y | Title:Landlord | Duties:Renting houses | Start Dt:09/13/2008 | Total Hrs p/m:2 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Mikkel F Louie'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: 2012
Education
Occidental College
Bachelor of Arts (BA) - Economics
2000
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
BELLEVUE, WA
Current
April 5, 2001 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 10500 Ne 8th Street-ste 100 Bellevue Place, Bellevue, WA 98004BD
CRD#: 7784
Bellevue, WA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BELLEVUE, WA
Past
January 25, 2002 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BELLEVUE, WA
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(8/15/2024)
RR
Alaska(3/14/2023)
RR
Arizona(5/5/2022)
RR
Arkansas(8/15/2024)
RR
California(5/4/2022)
RR
Colorado(7/19/2024)
RR
Connecticut(8/15/2024)
RR
Delaware(8/15/2024)
RR
Florida(8/15/2024)
RR
Georgia(8/15/2024)
RR
Hawaii(3/14/2023)
RR
Idaho(5/5/2022)
RR
Illinois(8/15/2024)
RR
Indiana(8/15/2024)
RR
Iowa(8/15/2024)
RR
Kansas(8/15/2024)
RR
Kentucky(8/15/2024)
RR
Louisiana(8/15/2024)
RR
Maine(8/15/2024)
RR
Maryland(8/15/2024)
RR
Massachusetts(8/15/2024)
RR
Michigan(8/15/2024)
RR
Minnesota(8/15/2024)
RR
Mississippi(8/15/2024)
RR
Missouri(8/25/2022)
RR
Montana(8/15/2024)
RR
Nebraska(8/15/2024)
RR
Nevada(8/15/2024)
RR
New Hampshire(8/15/2024)
RR
New Jersey(5/3/2024)
RR
New Mexico(8/15/2024)
RR
New York(3/1/2024)
RR
North Carolina(8/15/2024)
RR
North Dakota(8/15/2024)
RR
Ohio(8/16/2024)
RR
Oklahoma(8/15/2024)
RR
Oregon(5/5/2022)
RR
Pennsylvania(3/14/2023)
RR
Rhode Island(8/15/2024)
RR
South Carolina(8/15/2024)
RR
South Dakota(8/15/2024)
RR
Tennessee(8/15/2024)
RR
Texas(5/5/2022)
IAR
Texas(3/31/2025)
RR
Utah(9/29/2023)
RR
Vermont(8/15/2024)
RR
Virginia(9/7/2023)
RR
Washington(12/17/2001)
IAR
Washington(3/31/2025)
RR
West Virginia(8/15/2024)
RR
Wisconsin(8/15/2024)
RR
Wyoming(8/15/2024)
Exams
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
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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 Private Wealth Management AdvisorCRD#: 104555Bellevue, WATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
