Michael Mema
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
OCEANPORT, NJ
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CRD#: 6199474
Professional summary
Michael Mema is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Oceanport, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Manalapan, New Jersey.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Michael has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Our approach to investing is grounded in an understanding of you. I partner with high net worth individuals and families using a personalized, goal-based wealth management approach to assist with their unique needs including but not limited to: Retirement Planning, Income Planning, Equity Compensation, Asset Allocation and Estate Planning considerations. My passion is to help guide you through your financial journey and build lifelong relationships for decades and generations to come.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Mema'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
Monmouth University
Bachelor of Science (BS) - Finance
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 198 Rt 9 N Ste 106, Manalapan, NJ 07726RIA
CRD#: 104555
OCEANPORT, NJ
Current
April 30, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 198 Rt 9 N Ste 106, Manalapan, NJ 07726BD
CRD#: 7784
Manalapan, NJ
Past
May 8, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SHREWSBURY, NJ
Past
January 28, 2015 - April 9, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PENNINGTON, NJ
Past
January 1, 2015 - April 9, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PENNINGTON, NJ
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
Arizona(4/23/2020)
RR
California(4/23/2020)
RR
Connecticut(1/20/2023)
RR
Delaware(1/20/2023)
RR
Florida(10/2/2019)
RR
Georgia(10/2/2019)
RR
Indiana(3/25/2023)
RR
Massachusetts(10/2/2019)
RR
Montana(4/15/2025)
RR
Nevada(10/9/2020)
RR
New Hampshire(11/4/2025)
RR
New Jersey(4/30/2019)
IAR
New Jersey(3/31/2025)
RR
New York(4/30/2019)
RR
North Carolina(10/2/2019)
RR
Pennsylvania(4/30/2019)
RR
South Carolina(10/2/2019)
RR
Tennessee(2/12/2021)
RR
Texas(10/2/2019)
IAR
Texas(3/31/2025)
Exams
State Security Law 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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Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Oceanport, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
