Mitchell J. Pomerance
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
CHARLESTOWN, MA
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CRD#: 4594921
Professional summary
Mitchell J. Pomerance, CFP®, who also goes by Mitchell Japhet Pomerance, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Charlestown, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Danvers, Massachusetts.
Mitchell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Mitchell has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I work with our clients in the $2m+ range and up to create actionable financial plans to help them efficiently accumulate, spend and protect their financial assets over multiple planning horizons. My specialty and research focuses on retirement income planning. I believe in great customer service and it is the core of my approach. I consider myself an advocate for my clients as a representative of Fidelity. I add a high level of quantitative and qualitative analysis to each client.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mitchell Japhet Pomerance
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.
OBA-109304|OrgNmn:BOSTON SYMPHONY ORCHESTRA|Org Addr:BOSTON,Massachuse,US|OBA Nature:MUSIC VENUE/CONCERT HALL/SYMPH|Invst Rel:N|Title:MEMBER OF BOARD OF ADVISORS|Duties:REPRESENTING THE ORCHESTRA/VOLUNTEERING/INDIVIDUAL INITIATIVES/OUTREACH|StrtDt:09-02-24|TotHrs/mon:2|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Mitchell J. Pomerance'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
Georgia Institute of Technology
Master of Business Administration (MBA) - FINANCE
2001
Tufts University
Bachelor of Arts (BA) - SPANISH, AMERICAN STUDIES
1995
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 152 Endicott Street, Danvers, MA 01923-3619RIA
CRD#: 104555
CHARLESTOWN, MA
Current
March 26, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 152 Endicott Street, Danvers, MA 01923BD
CRD#: 7784
DANVERS, MA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
April 2, 2012 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
DANVERS, MA
Past
April 16, 2003 - March 19, 2012
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
WELLESLEY, MA
Past
November 25, 2002 - March 19, 2012
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
WELLESLEY, MA
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
California(12/4/2014)
RR
Colorado(1/2/2015)
RR
Connecticut(7/18/2013)
RR
Delaware(8/10/2017)
RR
District of Columbia(2/27/2020)
RR
Florida(4/11/2012)
RR
Georgia(3/26/2012)
RR
Idaho(5/14/2024)
RR
Illinois(8/8/2020)
RR
Maine(6/22/2012)
RR
Massachusetts(3/26/2012)
IAR
Massachusetts(3/31/2025)
RR
Michigan(1/7/2022)
RR
Missouri(9/16/2019)
RR
New Hampshire(3/26/2012)
RR
New Jersey(7/19/2024)
RR
New York(2/25/2013)
RR
North Carolina(5/27/2016)
RR
Ohio(7/22/2024)
RR
Pennsylvania(2/27/2020)
RR
Rhode Island(3/26/2012)
RR
South Carolina(3/26/2012)
RR
South Dakota(3/4/2022)
RR
Texas(3/4/2022)
IAR
Texas(3/31/2025)
RR
Vermont(7/17/2012)
RR
Virginia(3/4/2022)
RR
Washington(4/8/2024)
RR
Wyoming(7/19/2024)
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
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
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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, Financial ConsultantCRD#: 104555Charlestown, MATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
