Michael P. Dolloff
STRATEGIC ADVISERS LLC | Vice President, Executive Planning Consultant
ASBURY, NJ
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CRD#: 4385325
Professional summary
Michael P Dolloff, CFP®, who also goes by Michael Paul Dolloff, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Asbury, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Cincinnati, Ohio.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Michael has worked at 6 firms and has passed the Series 66, SIE, Series 31, Series 7, Series 10 and Series 9 exams.
Biography
People come to Fidelity for the brand, ethics and access. People work with me for my experience, dedication and integrity.
Question & Answer
What are your service offerings?
Retirement Planning
Education Planning
Comprehensive Financial Planni...
Insurance Planning
Investment Planning
Employee and Employer Plan Ben...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Michael Paul Dolloff
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 P Dolloff'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: 2004
Education
Miami of Ohio
Bachelor of Science (BS) - Finance and Economics
1990
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
ASBURY, NJ
Current
December 22, 2009 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209BD
CRD#: 7784
CINCINNATI, OH
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CINCINNATI, OH
Past
August 24, 2010 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BRIDGEWATER, NJ
Past
June 1, 2009 - December 18, 2009
MORGAN STANLEY
RIA
CRD#: 149777
MORRISTOWN, NJ
Past
June 1, 2009 - December 18, 2009
MORGAN STANLEY
BD
CRD#: 149777
MORRISTOWN, NJ
Past
October 12, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
MORRISTOWN, NJ
Past
October 12, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
MORRISTOWN, NJ
Past
April 14, 2004 - October 15, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BRIDGEWATER, NJ
Past
May 15, 2001 - October 15, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
BRIDGEWATER, NJ
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(5/10/2012)
RR
Alaska(9/29/2023)
RR
Arizona(8/12/2013)
RR
Arkansas(3/4/2022)
RR
California(1/12/2015)
RR
Colorado(2/3/2020)
RR
Connecticut(1/6/2017)
RR
Delaware(8/22/2013)
RR
District of Columbia(8/13/2021)
RR
Florida(12/22/2009)
RR
Georgia(1/2/2014)
RR
Hawaii(8/13/2021)
RR
Idaho(5/19/2023)
RR
Illinois(3/4/2022)
RR
Indiana(12/9/2014)
RR
Iowa(9/9/2022)
RR
Kansas(3/4/2022)
RR
Kentucky(7/8/2022)
RR
Louisiana(8/13/2021)
RR
Maine(6/4/2021)
RR
Maryland(8/22/2013)
RR
Massachusetts(8/22/2013)
RR
Michigan(8/13/2021)
RR
Minnesota(8/13/2021)
RR
Mississippi(9/9/2022)
RR
Missouri(8/13/2021)
RR
Montana(7/30/2019)
RR
Nebraska(3/25/2023)
RR
Nevada(7/8/2022)
RR
New Hampshire(8/13/2021)
RR
New Jersey(12/22/2009)
IAR
New Jersey(3/31/2025)
RR
New Mexico(7/8/2022)
RR
New York(12/22/2009)
RR
North Carolina(8/27/2012)
RR
Ohio(3/15/2021)
RR
Oklahoma(8/13/2021)
RR
Oregon(8/13/2021)
RR
Pennsylvania(12/22/2009)
RR
Puerto Rico(3/25/2023)
RR
Rhode Island(6/3/2013)
RR
South Carolina(1/6/2017)
RR
South Dakota(5/6/2022)
RR
Tennessee(8/18/2016)
RR
Texas(8/22/2013)
IAR
Texas(3/31/2025)
RR
Utah(3/25/2023)
RR
Vermont(7/8/2022)
RR
Virginia(7/9/2019)
RR
Washington(4/23/2020)
RR
West Virginia(5/6/2019)
RR
Wisconsin(7/8/2022)
RR
Wyoming(7/8/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Executive Planning ConsultantCRD#: 104555Asbury, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
