Michael T. Tait
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
LAKE STEVENS, WA
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CRD#: 4766726
Professional summary
Michael Tyrel Tait, CFP®, who also goes by Tyrel Tyrel Tait, Tyrel Tait, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Lake Stevens, Washington and FIDELITY BROKERAGE SERVICES LLC located in Lynnwood, Washington.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Michael has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I work with high net worth families to help them create and manage retirement and investment plans. Together we will define your goals and objectives and the time horizons required to work towards them. We then diagnose how healthy your current plan is, determining what is working and what isn't. Finally, we create a disciplined, long-term plan scheduled to meet your needs and to evolve over time. Along the way my aim is to help you make educated, probability-weighted decisions.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tyrel Tyrel Tait | Tyrel Tait
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 Tyrel Tait'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
Creighton University
Master of Security Analysis and Portfolio Management - Finance
2013
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 18825 33rd Ave W Ste 200, Lynnwood, WA 98036-4747RIA
CRD#: 104555
LAKE STEVENS, WA
Current
February 6, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 18825 33rd Ave W., Ste 200, Lynnwood, WA 98036-4747BD
CRD#: 7784
Lynnwood, WA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
LYNNWOOD, WA
Past
February 10, 2012 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
LYNNWOOD, WA
Past
May 10, 2010 - December 22, 2011
U.S. BANCORP INVESTMENTS, INC.
RIA
CRD#: 17868
MIDVALE, UT
Past
May 7, 2010 - December 22, 2011
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
MIDVALE, UT
Past
January 27, 2010 - April 21, 2010
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
SEATTLE, WA
Past
January 27, 2010 - April 21, 2010
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
SEATTLE, WA
Past
July 9, 2004 - January 4, 2010
WELLS FARGO INVESTMENTS, LLC
RIA
CRD#: 10582
WEST VALLEY CITY, UT
Past
April 21, 2004 - January 4, 2010
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
WEST VALLEY CITY, UT
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(2/7/2012)
RR
Arizona(1/2/2015)
RR
California(4/22/2016)
RR
Colorado(8/8/2020)
RR
Connecticut(8/13/2021)
RR
Florida(1/6/2017)
RR
Hawaii(1/3/2020)
RR
Idaho(1/6/2024)
RR
Illinois(4/23/2020)
RR
Kansas(9/9/2022)
RR
Louisiana(6/4/2021)
RR
Maryland(4/9/2021)
RR
Michigan(1/6/2017)
RR
Missouri(8/8/2020)
RR
Montana(1/3/2020)
RR
Nebraska(10/8/2021)
RR
Nevada(8/8/2020)
RR
New York(1/3/2020)
RR
Ohio(4/24/2020)
RR
Oregon(2/6/2012)
RR
Pennsylvania(10/8/2021)
RR
South Carolina(7/8/2022)
RR
South Dakota(3/4/2022)
RR
Tennessee(1/3/2020)
RR
Texas(1/6/2017)
IAR
Texas(3/31/2025)
RR
Utah(2/6/2012)
RR
Virginia(1/3/2020)
RR
Washington(2/6/2012)
IAR
Washington(3/31/2025)
RR
West Virginia(1/3/2020)
RR
Wisconsin(9/9/2022)
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
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#: 104555Lake Stevens, WATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
