Micah I. Kurtzberg
STRATEGIC ADVISERS LLC | Investment Consultant, Investor Center
ATLANTA, GA
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CRD#: 5974558
Professional summary
Micah Ira Kurtzberg, who also goes by Micah Ira Kurtzberg, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Atlanta, Georgia and FIDELITY BROKERAGE SERVICES LLC located in Atlanta, Georgia.
Micah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Micah has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
As an Investment Consultant, I take pride in getting to know my clients and partnering with them and their families. Together we create comprehensive financial plans and investment strategies designed to help you work toward your retirement goals. I look forward to meeting and working with you soon.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Micah Ira Kurtzberg
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-89446|OrgNmn:1280 West HOA|Org Addr:Atlanta,Georgia,US|OBA Nature:Condo HOA Board Of Directors |Invst Rel:N|Title:Board President |Duties:Attend monthly board meetings, review and approve HOA budget, address howmeowner and management issues|StrtDt:07-13-22|TotHrs/mon:12|TrdHrs/mon:1|
CRS (Client Relationship Summary) - RIA
Click below to view Micah Ira Kurtzberg'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
Saint Mary's College of California
Bachelor of Business Administration - Business Administration
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326RIA
CRD#: 104555
ATLANTA, GA
Current
October 7, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326-1568BD
CRD#: 7784
Atlanta, GA
Past
October 17, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ATLANTA, GA
Past
June 22, 2021 - July 12, 2022
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
ATLANTA, GA
Past
October 10, 2011 - July 12, 2022
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ATLANTA, GA
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(10/7/2022)
RR
Arizona(1/6/2024)
RR
Arkansas(1/6/2024)
RR
California(1/6/2024)
RR
Colorado(1/6/2024)
RR
Connecticut(1/6/2024)
RR
Delaware(1/6/2024)
RR
District of Columbia(1/6/2024)
RR
Florida(10/7/2022)
RR
Georgia(10/7/2022)
IAR
Georgia(3/31/2025)
RR
Idaho(1/6/2024)
RR
Illinois(1/6/2024)
RR
Indiana(1/6/2024)
RR
Iowa(1/6/2024)
RR
Kansas(1/6/2024)
RR
Kentucky(1/6/2024)
RR
Louisiana(1/6/2024)
RR
Maine(1/6/2024)
RR
Maryland(1/6/2024)
RR
Massachusetts(1/6/2024)
RR
Michigan(1/6/2024)
RR
Minnesota(1/6/2024)
RR
Mississippi(1/6/2024)
RR
Missouri(1/6/2024)
RR
Montana(1/6/2024)
RR
Nebraska(1/6/2024)
RR
Nevada(1/6/2024)
RR
New Hampshire(1/6/2024)
RR
New Jersey(1/6/2024)
RR
New Mexico(1/6/2024)
RR
New York(1/6/2024)
RR
North Carolina(10/7/2022)
RR
North Dakota(1/6/2024)
RR
Ohio(1/6/2024)
RR
Oklahoma(1/6/2024)
RR
Oregon(1/6/2024)
RR
Pennsylvania(1/6/2024)
RR
Rhode Island(1/6/2024)
RR
South Carolina(10/7/2022)
RR
South Dakota(1/6/2024)
RR
Tennessee(10/7/2022)
RR
Texas(1/6/2024)
IAR
Texas(3/31/2025)
RR
Utah(1/6/2024)
RR
Vermont(1/6/2024)
RR
Virginia(1/6/2024)
RR
Washington(1/6/2024)
RR
West Virginia(1/6/2024)
RR
Wisconsin(1/6/2024)
RR
Wyoming(1/6/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
Investment Consultant, Investor CenterCRD#: 104555Atlanta, GATRUST BUT VERIFY
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Contact information
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