Michael S. Lewis
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
OVERLAND PARK, KS
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CRD#: 4496527
Professional summary
Michael Scott Lewis, CFP®, who also goes by Michael Scott Lewis, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Overland Park, Kansas and FIDELITY BROKERAGE SERVICES LLC located in Overland Park, Kansas.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Michael has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
I have been with Fidelity for 12 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 towards their financial goals. Fidelity is a trusted brand in the financial industry providing strategies for all styles of investors.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Scott Lewis
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#: 55464 | Org Name:Blue Valley Recreation Commission | Org Addr:Overland Park, KS, US | Nature of Bus:Community recreation facilities and activities for local residents | Invst Rel:N | Title:Commissioner | Duties:The commissioners serve as a policy setting board that receives no compensation for their time. | Start Dt:07/19/2018 | Total Hrs p/m:4 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Michael Scott Lewis'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®
Education
Carleton College
Bachelor of Arts, Economics - Economics
1998
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 11200 Nall Avenue, Overland Park, KS 66211-1233RIA
CRD#: 104555
OVERLAND PARK, KS
Current
July 26, 2010 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 11200 Nall Avenue, Overland Park, KS 66211BD
CRD#: 7784
Overland Park, KS
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
OVERLAND PARK, KS
Past
August 11, 2010 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
OVERLAND PARK, KS
Past
September 4, 2009 - July 16, 2010
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
OVERLAND PARK, KS
Past
September 4, 2009 - July 16, 2010
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
OVERLAND PARK, KS
Past
January 22, 2008 - September 4, 2009
TRANSAMERICA FINANCIAL ADVISORS, INC.
RIA
CRD#: 3600
NORTH KANSAS CITY, MO
Past
August 22, 2006 - September 4, 2009
TRANSAMERICA FINANCIAL ADVISORS, INC.
BD
CRD#: 3600
NORTH KANSAS CITY, MO
Past
December 1, 2005 - August 15, 2006
NEW ENGLAND SECURITIES
RIA
CRD#: 615
OVERLAND PARK, KS
Past
June 11, 2002 - August 15, 2006
NEW ENGLAND SECURITIES
BD
CRD#: 615
OVERLAND PARK, KS
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(1/3/2025)
RR
Arizona(6/12/2013)
RR
Arkansas(2/10/2012)
RR
California(8/14/2012)
RR
Colorado(1/5/2018)
RR
Florida(8/14/2012)
RR
Georgia(3/1/2024)
RR
Indiana(7/10/2023)
RR
Iowa(4/23/2012)
RR
Kansas(7/26/2010)
IAR
Kansas(3/31/2025)
RR
Michigan(4/23/2020)
RR
Minnesota(8/18/2025)
RR
Missouri(7/26/2010)
RR
Nebraska(3/23/2015)
RR
New Jersey(1/5/2018)
RR
New York(4/23/2020)
RR
North Carolina(7/19/2024)
RR
Ohio(1/8/2018)
RR
Oklahoma(10/28/2024)
RR
Oregon(1/5/2018)
RR
South Carolina(4/23/2020)
RR
Tennessee(4/23/2012)
RR
Texas(4/23/2012)
IAR
Texas(3/31/2025)
RR
Virginia(5/20/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
Vice President, Financial ConsultantCRD#: 104555Overland Park, KSTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
