SM
Srdjan Misic
STRATEGIC ADVISERS LLC
PALM HARBOR, FL
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CRD#: 6054163
SM
Professional summary
Srdjan Misic is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Palm Harbor, Florida and FIDELITY BROKERAGE SERVICES LLC located in Clearwater, Florida.
Srdjan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Srdjan has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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-60236|OrgNmn:Misko Remodel LLC|Org Addr:Clearwater,Florida,US|OBA Nature:Home remodel |Invst Rel:N|Title:Sole Proprietor|Duties:Managing remodel projects after 5pm and weekends|StrtDt:06-16-2021|TotHrs/mon:15|TrdHrs/mon:0|OBA-60238|OrgNmn:Real Estate Agent|Org Addr:Clearwater,Florida,US|OBA Nature:Real Estate agent |Invst Rel:Y|Title:Real Estate Agent|Duties:Plan to use for family and friends sparingly when purchasing or selling homes. |StrtDt:06-16-2021|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Srdjan Misic'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 28100 Us Hwy 19 N Ste 101, Clearwater, FL 33761-2657RIA
CRD#: 104555
PALM HARBOR, FL
Current
May 26, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 28100 Us Hwy 19 N Ste 101, Clearwater, FL 33761-2635BD
CRD#: 7784
Clearwater, FL
Past
June 29, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CLEARWATER, FL
Past
October 23, 2017 - March 26, 2021
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
CLEARWATER, FL
Past
August 4, 2017 - March 26, 2021
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
CLEARWATER, FL
Past
May 19, 2015 - July 24, 2017
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
SEMINOLE, FL
Past
May 15, 2015 - July 24, 2017
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
SEMINOLE, FL
Past
February 25, 2015 - April 27, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
CLEARWATER, FL
Past
October 28, 2013 - April 27, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
CLEARWATER, FL
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(5/26/2021)
RR
Alaska(5/26/2021)
RR
Arizona(5/26/2021)
RR
Arkansas(5/26/2021)
RR
California(5/26/2021)
RR
Colorado(5/26/2021)
RR
Connecticut(5/26/2021)
RR
Delaware(5/26/2021)
RR
District of Columbia(5/26/2021)
RR
Florida(5/26/2021)
IAR
Florida(3/31/2025)
RR
Georgia(5/26/2021)
RR
Hawaii(5/26/2021)
RR
Idaho(5/26/2021)
RR
Illinois(5/26/2021)
RR
Indiana(5/26/2021)
RR
Iowa(5/26/2021)
RR
Kansas(5/26/2021)
RR
Kentucky(5/26/2021)
RR
Louisiana(5/26/2021)
RR
Maine(5/26/2021)
RR
Maryland(5/26/2021)
RR
Massachusetts(5/26/2021)
RR
Michigan(5/26/2021)
RR
Minnesota(5/26/2021)
RR
Mississippi(5/26/2021)
RR
Missouri(5/26/2021)
RR
Montana(5/26/2021)
RR
Nebraska(5/26/2021)
RR
Nevada(5/26/2021)
RR
New Hampshire(5/26/2021)
RR
New Jersey(5/26/2021)
RR
New Mexico(5/26/2021)
RR
New York(5/26/2021)
RR
North Carolina(5/26/2021)
RR
North Dakota(5/26/2021)
RR
Ohio(5/26/2021)
RR
Oklahoma(5/26/2021)
RR
Oregon(5/26/2021)
RR
Pennsylvania(5/26/2021)
RR
Puerto Rico(5/26/2021)
RR
Rhode Island(5/26/2021)
RR
South Carolina(5/26/2021)
RR
South Dakota(5/26/2021)
RR
Tennessee(5/26/2021)
RR
Texas(5/26/2021)
IAR
Texas(3/31/2025)
RR
Utah(5/26/2021)
RR
Vermont(5/26/2021)
RR
Virginia(5/26/2021)
RR
Washington(5/26/2021)
RR
West Virginia(5/26/2021)
RR
Wisconsin(5/26/2021)
RR
Wyoming(5/26/2021)
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
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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.
