Michael D. Mccabe
STRATEGIC ADVISERS LLC | Financial Consultant
ASBURY PARK, NJ
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CRD#: 5639751
Professional summary
Michael Douglas Mccabe, who also goes by Michael D. Mccabe, Mike D. Mccabe, Michael D Mccabe, Michael Douglas Mccabe, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Asbury Park, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Shrewsbury, New Jersey.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Michael has worked at 7 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Biography
Utilizing a goal and needs based holistic approach, my objective is to help individuals, families, and businesses pursue their version of financial success. This occurs through a thorough planning conversation with each client and the implementation of Fidelity's information, technology, and tools. My strategy focus is centered around planning and includes investment planning, tax efficient investing, income planning, and legacy planning considerations.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael D. Mccabe | Mike D. Mccabe | Michael D Mccabe | Michael Douglas Mccabe
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-110754|OrgNmn:Heatwave Hot Yoga|Org Addr:Belmar,New Jersey,US|OBA Nature:Hot Yoga Studio|Invst Rel:N|Title:Partner|Duties:Owner and Manager|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Michael Douglas Mccabe'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®
NoneEducation
University of Pittsburgh
Bachelor of Science (BS) - Psychology
2004
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 530 Route 35 Shrewsbury Commons, Shrewsbury, NJ 07702RIA
CRD#: 104555
ASBURY PARK, NJ
Current
April 8, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 530 Route 35, Shrewsbury, NJ 07702BD
CRD#: 7784
Shrewsbury, NJ
Past
May 11, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SHREWSBURY, NJ
Past
March 21, 2018 - October 18, 2021
EVERLAKE DISTRIBUTORS, LLC
BD
CRD#: 100460
NORTHBROOK, IL
Past
March 20, 2017 - April 13, 2018
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
WALL TOWNSHIP, NJ
Past
February 2, 2015 - December 31, 2016
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
BLOOMINGTON, IL
Past
March 3, 2010 - December 12, 2014
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
BERWICK, PA
Past
April 6, 2009 - December 12, 2014
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
BERWICK, PA
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(8/8/2025)
RR
Florida(6/13/2022)
RR
Hawaii(3/1/2024)
RR
Kansas(3/25/2023)
RR
Massachusetts(12/9/2024)
RR
New Jersey(4/8/2022)
IAR
New Jersey(3/31/2025)
RR
New York(6/13/2022)
RR
North Carolina(9/29/2023)
RR
Ohio(3/4/2024)
RR
Pennsylvania(6/13/2022)
RR
South Carolina(5/19/2023)
RR
Texas(5/19/2023)
IAR
Texas(3/31/2025)
RR
Virginia(1/6/2025)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
Financial ConsultantCRD#: 104555Asbury Park, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
