Todd D. Micklovich
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
BEDFORD, NH
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CRD#: 4909454
Professional summary
Todd David Micklovich, CFP®, who also goes by Todd D Micklovich, Todd David Micklovich, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Bedford, New Hampshire and FIDELITY BROKERAGE SERVICES LLC located in Nashua, New Hampshire.
Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Todd has worked at 4 firms and has passed the Series 66, SIE, Series 31, Series 7, Series 30 and Series 24 exams.
Biography
I lead a practice that partners with individuals, families, and businesses to create a roadmap designed to help work towards achieving financial peace of mind. As your primary, trusted advisor, I strive to ensure that your plan is clear, comprehensive, and gives you confidence. When your goals change or life events occur, my team and I will continue to support you and your loved ones as your planning needs evolve.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Estate Planning
Social Security Planning
Investment Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Todd D Micklovich | Todd David Micklovich
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-107523|OrgNmn:MAO Holdings|Org Addr:Goffstown,New Hampsh,US|OBA Nature:Office for Interior Design bus|Invst Rel:Y|Title:Owner|Duties:None|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-16480|OrgNmn:Todd Micklovich|Org Addr:Bedford,New Hampsh,US|OBA Nature:Renting apartments and or reha|Invst Rel:Y|Title:Landlord|Duties:Renting residential properties or rehabbing for re-sale|StrtDt:10-12-20|TotHrs/mon:5|TrdHrs/mon:0|OBA-107524|OrgNmn:MAO Design|Org Addr:Goffstown,New Hampsh,US|OBA Nature:Interior Design|Invst Rel:N|Title:Partner|Duties:Serve as owner to secure financing for my spouse's business. No day to day obligations. We are using our savings to stand up the business.|StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Todd David Micklovich'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: 2014
Education
Saint Anselm College
Bachelor of Arts (BA) - Business
2005
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 225 Daniel Webster Hwy, Nashua, NH 03060-5536RIA
CRD#: 104555
BEDFORD, NH
Current
April 14, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 225 Daniel Webster Highway, Nashua, NH 03060-5536BD
CRD#: 7784
NASHUA, NH
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BEDFORD, NH
Past
May 4, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
NASHUA, NH
Past
August 4, 2006 - April 2, 2015
CANTELLA & CO., INC.
RIA
CRD#: 13905
BOSTON, MA
Past
November 14, 2005 - April 2, 2015
CANTELLA & CO., INC.
BD
CRD#: 13905
BOSTON, 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(8/14/2017)
RR
Colorado(1/8/2016)
RR
Connecticut(4/14/2015)
RR
Florida(4/14/2015)
RR
Georgia(8/14/2017)
RR
Illinois(3/25/2023)
RR
Indiana(4/9/2021)
RR
Kentucky(4/23/2020)
RR
Maine(4/14/2015)
RR
Maryland(11/6/2017)
RR
Massachusetts(4/14/2015)
IAR
Massachusetts(3/31/2025)
RR
New Hampshire(4/14/2015)
IAR
New Hampshire(3/31/2025)
RR
New Jersey(8/14/2017)
RR
New York(4/14/2015)
RR
North Carolina(8/15/2017)
RR
Pennsylvania(8/27/2024)
RR
Rhode Island(11/17/2020)
RR
South Carolina(1/12/2017)
RR
Texas(10/25/2019)
IAR
Texas(3/31/2025)
RR
Vermont(4/14/2015)
RR
Virginia(10/25/2019)
RR
Wisconsin(9/29/2023)
RR
Wyoming(7/16/2024)
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
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#: 104555Bedford, NHTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
