Michael A. Foy
STRATEGIC ADVISERS LLC | Financial Consultant
KANSAS CITY, MO
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CRD#: 5112245
Professional summary
Michael Allen Foy, CFP®, who also goes by Michael Allen Foy, Michael Foy, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Kansas City, Missouri 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 2008. Michael has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Biography
Having a healthy relationship with my clients involves two pieces. The first is establishing a trust that allows us to be honest, open, and set clear expectations with each other. The second is staying educated and informed of my client's complete picture to offer the most suitable solutions. My responsibility to my clients is to understand their needs, establish a trusting partnership, and provide solutions that are both suitable and logical.
Question & Answer
What are your service offerings?
Estate Planning
Small Business Planning
Business Succession Planning
Education Planning
Life Transitions
Retirement Income Management
Retirement Planning
Insurance Planning
Long-term Care
Investment Planning
Inheritance
Budgeting
Socially Responsible Investing
Comprehensive Financial Planni...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Michael Allen Foy | Michael Foy
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 Allen Foy'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: 2019
Education
University of Missouri Kansas City
Bachelor of Business Administration - Business, Finance
2007
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 11200 Nall Avenue, Overland Park, KS 66211-1233RIA
CRD#: 104555
KANSAS CITY, MO
Current
March 18, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 11200 Nall Avenue, Overland Park, KS 66211BD
CRD#: 7784
Overland Park, KS
Past
March 30, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
OVERLAND PARK, KS
Past
October 12, 2021 - February 18, 2022
TWO WEST CAPITAL ADVISORS LLC
RIA
CRD#: 154543
OVERLAND PARK, KS
Past
November 18, 2019 - October 1, 2021
COPPER FINANCIAL
RIA
CRD#: 168203
Lee's Summit, MO
Past
November 18, 2019 - October 1, 2021
COPPER FINANCIAL
BD
CRD#: 168203
Lee's Summit, MO
Past
February 27, 2018 - September 11, 2019
TD AMERITRADE, INC.
RIA
CRD#: 7870
LEES SUMMIT, MO
Past
February 26, 2018 - September 11, 2019
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
LEES SUMMIT, MO
Past
February 26, 2018 - September 11, 2019
TD AMERITRADE, INC.
BD
CRD#: 7870
LEES SUMMIT, MO
Past
February 2, 2017 - February 26, 2018
SCOTTRADE INVESTMENT MANAGEMENT
RIA
CRD#: 169988
SAINT LOUIS, MO
Past
May 2, 2008 - February 26, 2018
SCOTTRADE, INC.
BD
CRD#: 8206
SHAWNEE, 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
Alabama(9/17/2025)
RR
Arizona(3/25/2022)
RR
Arkansas(3/25/2022)
RR
California(9/17/2025)
RR
Colorado(3/25/2022)
RR
Florida(3/25/2022)
RR
Georgia(9/17/2025)
RR
Illinois(3/25/2022)
RR
Iowa(3/25/2022)
RR
Kansas(3/18/2022)
IAR
Kansas(3/31/2025)
RR
Missouri(3/18/2022)
IAR
Missouri(3/31/2025)
RR
Nebraska(3/25/2022)
RR
Nevada(4/28/2025)
RR
New York(1/4/2025)
RR
North Carolina(2/23/2024)
RR
Ohio(9/17/2025)
RR
Oklahoma(3/25/2022)
RR
Texas(1/13/2023)
IAR
Texas(3/31/2025)
RR
Washington(3/2/2024)
RR
Wisconsin(7/8/2022)
Exams
State Security Law Exam
State Security Law 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
Financial ConsultantCRD#: 104555Kansas City, MOTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
