Michael J. Schonebaum Stroud
STRATEGIC ADVISERS LLC | Financial Consultant
FATE, TX
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CRD#: 5400849
Professional summary
Michael J. Schonebaum Stroud, CFP®, who also goes by Michael James Schonebaum Stroud, Michael James Schonebaum-stroud, Michael Schonebaum-stroud, Michael Stroud, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Fate, Texas and FIDELITY BROKERAGE SERVICES LLC located in Dallas, Texas.
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 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 9 and Series 10 exams.
Biography
I partner with Clients to help build a financial plan that works toward their goals and needs. I seek to form strong relationships with my clients and their families which is paramount in building trust and providing value.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael James Schonebaum Stroud | Michael James Schonebaum-Stroud | Michael Schonebaum-Stroud | Michael Stroud
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-112552|OrgNmn:UNT Dallas College of Law|Org Addr:Dallas,Texas,US|OBA Nature:Law School|Invst Rel:N|Title:Graduate Student Assistant|Duties:Use Legal Research Databases and Law Library Materials to research topics for a Law Professor. The topics are relating to constitutional law.|StrtDt:09-03-24|TotHrs/mon:5|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Michael J. Schonebaum Stroud'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
Colorado State University
Bachelor of Business Administration - Investments
2007
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4001 Northwest Pkwy, Dallas, TX 75225-3301RIA
CRD#: 104555
FATE, TX
Current
September 4, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4001 Northwest Parkway, Dallas, TX 75225BD
CRD#: 7784
Dallas, TX
Past
November 14, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GREENWOOD VILLAGE, CO
Past
February 11, 2013 - July 8, 2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
DENVER, CO
Past
July 29, 2011 - November 21, 2012
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
ENGLEWOOD, CO
Past
October 8, 2007 - July 16, 2010
JANUS HENDERSON DISTRIBUTORS US LLC
BD
CRD#: 28832
DENVER, CO
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(9/9/2022)
RR
California(5/6/2022)
RR
Colorado(2/12/2021)
RR
Delaware(7/19/2024)
RR
District of Columbia(7/24/2025)
RR
Florida(3/2/2024)
RR
Georgia(1/4/2025)
RR
Indiana(4/12/2023)
RR
Louisiana(9/4/2014)
RR
Minnesota(1/4/2025)
RR
Mississippi(11/8/2024)
RR
New Jersey(9/9/2022)
RR
New York(8/18/2022)
RR
Oklahoma(9/4/2014)
RR
Pennsylvania(9/5/2025)
RR
South Carolina(3/4/2022)
RR
Texas(9/4/2014)
IAR
Texas(3/31/2025)
RR
Virginia(5/6/2022)
RR
Washington(7/8/2022)
RR
Wisconsin(5/16/2023)
Exams
State Security Law Exam
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
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Fate, TXTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
