Michael J. Dwyer
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
CHESTERFIELD, MO
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CRD#: 5351374
Professional summary
Michael James Dwyer, CFP®, who also goes by Michael James Dwyer, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Chesterfield, Missouri and FIDELITY BROKERAGE SERVICES LLC located in St. Louis, Missouri.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Michael has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Biography
I approach each financial planning appointment by first highlighting my clients main priorities and goals for their future. Then I am able to incorporate my accumulated knowledge of the financial world in order to together develop a plan that will work towards my clients current needs as well as their retirement goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael James Dwyer
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 James Dwyer'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
Miami University
Bachelor of Business Administration - Finance
2006
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1524 S. Lindbergh Boulevard, St. Louis, MO 63131RIA
CRD#: 104555
CHESTERFIELD, MO
Current
August 8, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1524 S. Lindbergh Boulevard, St. Louis, MO 63131BD
CRD#: 7784
St. Louis, MO
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ST. LOUIS, MO
Past
September 5, 2012 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
ST. LOUIS, MO
Past
November 18, 2011 - July 24, 2012
SCOTTRADE, INC.
BD
CRD#: 8206
ST. LOUIS, MO
Past
January 18, 2008 - June 8, 2011
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
COVINGTON, KY
Past
September 24, 2007 - June 7, 2011
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
COVINGTON, KY
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(1/6/2017)
RR
Arizona(1/26/2018)
RR
Arkansas(8/9/2016)
RR
California(1/5/2015)
RR
Colorado(8/16/2017)
RR
Connecticut(8/13/2021)
RR
District of Columbia(1/4/2019)
RR
Florida(11/15/2012)
RR
Georgia(8/15/2017)
RR
Illinois(8/8/2012)
RR
Indiana(7/12/2016)
RR
Iowa(4/23/2020)
RR
Kansas(8/16/2017)
RR
Kentucky(8/16/2017)
RR
Louisiana(10/9/2019)
RR
Maryland(1/4/2019)
RR
Massachusetts(10/9/2020)
RR
Michigan(8/16/2017)
RR
Minnesota(8/16/2017)
RR
Mississippi(11/21/2024)
RR
Missouri(8/8/2012)
IAR
Missouri(3/31/2025)
RR
Montana(8/16/2017)
RR
Nevada(10/8/2021)
RR
New Jersey(10/9/2019)
RR
New Mexico(10/9/2019)
RR
New York(1/8/2018)
RR
North Carolina(8/17/2017)
RR
Ohio(11/16/2012)
RR
Oklahoma(3/25/2023)
RR
Oregon(9/29/2023)
RR
Pennsylvania(1/8/2018)
RR
South Carolina(6/4/2021)
RR
South Dakota(10/20/2023)
RR
Tennessee(3/23/2015)
RR
Texas(6/2/2014)
IAR
Texas(3/31/2025)
RR
Virginia(1/2/2015)
RR
Washington(1/6/2017)
RR
Wisconsin(1/23/2015)
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
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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#: 104555Chesterfield, MOTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
