Michelle L. Wong
STRATEGIC ADVISERS LLC | Financial Consultant
RICHARDSON, TX
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CRD#: 6390428
Professional summary
Michelle Lo Wong, CFP®, who also goes by Michelle Wai-yan Lo, Michelle Lo, Michelle Wai-yan Wong, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Richardson, Texas and FIDELITY BROKERAGE SERVICES LLC located in Westlake, Texas.
Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Michelle has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Dedicated financial professional who desires to understand clients and their inherent aspirations in order to help move them closer to achieving their retirement and investment plans.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Investment Planning
Inheritance
Retirement Planning
Insurance Planning
Life Transitions
Retirement Income Management
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Michelle Wai-Yan Lo | Michelle Lo | Michelle Wai-Yan Wong
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 Michelle Lo Wong'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®
CFP®
Start date: 2017
Education
Texas Tech University
Master of Sciences - Personal Financial Planning
2019
University of Texas
Bachelor of Business Studies (BBS) - Finance
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #3: One Destiny Way, Westlake, TX 76262RIA
CRD#: 104555
RICHARDSON, TX
Current
October 31, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: One Destiny Way, Westlake, TX 76262BD
CRD#: 7784
Westlake, TX
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WESTLAKE, TX
Past
September 28, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
WESTLAKE, TX
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(12/9/2014)
RR
Alaska(12/9/2014)
RR
Arizona(12/9/2014)
RR
Arkansas(12/9/2014)
RR
California(12/9/2014)
RR
Colorado(12/9/2014)
RR
Connecticut(12/9/2014)
RR
Delaware(12/9/2014)
RR
District of Columbia(12/9/2014)
RR
Florida(12/9/2014)
RR
Georgia(12/9/2014)
RR
Hawaii(12/9/2014)
RR
Idaho(12/9/2014)
RR
Illinois(12/9/2014)
RR
Indiana(12/9/2014)
RR
Iowa(12/9/2014)
RR
Kansas(12/9/2014)
RR
Kentucky(12/9/2014)
RR
Louisiana(12/9/2014)
RR
Maine(12/9/2014)
RR
Maryland(12/9/2014)
RR
Massachusetts(12/9/2014)
RR
Michigan(12/9/2014)
RR
Minnesota(12/9/2014)
RR
Mississippi(12/9/2014)
RR
Missouri(12/9/2014)
RR
Montana(12/9/2014)
RR
Nebraska(12/9/2014)
RR
Nevada(12/9/2014)
RR
New Hampshire(12/9/2014)
RR
New Jersey(12/9/2014)
RR
New Mexico(12/9/2014)
RR
New York(12/9/2014)
RR
North Carolina(12/10/2014)
RR
North Dakota(12/9/2014)
RR
Ohio(12/10/2014)
RR
Oklahoma(12/9/2014)
RR
Oregon(12/9/2014)
RR
Pennsylvania(12/9/2014)
RR
Puerto Rico(1/3/2020)
RR
Rhode Island(12/9/2014)
RR
South Carolina(12/9/2014)
RR
South Dakota(12/9/2014)
RR
Tennessee(12/9/2014)
RR
Texas(11/21/2014)
IAR
Texas(3/31/2025)
RR
Utah(12/9/2014)
RR
Vermont(12/9/2014)
RR
Virgin Islands(1/7/2022)
RR
Virginia(12/9/2014)
RR
Washington(12/9/2014)
RR
West Virginia(12/9/2014)
RR
Wisconsin(12/9/2014)
RR
Wyoming(12/9/2014)
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
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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Richardson, TXTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
