Michelle C. Johnson
STRATEGIC ADVISERS LLC | Financial Consultant
NOBLESVILLE, IN
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CRD#: 6399548
Professional summary
Michelle C Johnson, who also goes by Michelle C Gross, Michelle Christine Gross, Michelle C. Gross, Michelle Gross, Michelle C Johnson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Noblesville, Indiana and FIDELITY BROKERAGE SERVICES LLC located in Carmel, Indiana.
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 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
As your Financial Consultant, I will partner with you to co-create a holistic financial plan that can provide you with the freedom and peace of mind so that you can spend time on the things that matter most. Together we can navigate life changes to ensure your plan stays on track by utilizing industry leading tools and research provided through Fidelity.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michelle C Gross | Michelle Christine Gross | Michelle C. Gross | Michelle Gross | Michelle C Johnson
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 C Johnson'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
Heidelberg College
Bachelor of Arts (BA) - History
2013
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 14405 Clay Terrace Blvd Suite 150, Carmel, IN 46032-3612RIA
CRD#: 104555
NOBLESVILLE, IN
Current
September 14, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 14405 Clay Terrace Blvd. Suite 150, Carmel, IN 46032BD
CRD#: 7784
Carmel, IN
Past
November 18, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CINCINNATI, OH
Past
November 3, 2017 - August 20, 2020
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
BD
CRD#: 102920
CHICAGO, IL
Past
May 15, 2015 - November 6, 2017
JPMORGAN DISTRIBUTION SERVICES, INC.
BD
CRD#: 104234
COLUMBUS, OH
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(8/13/2021)
RR
Colorado(9/29/2023)
RR
Florida(8/13/2021)
RR
Illinois(4/8/2021)
RR
Indiana(9/14/2020)
IAR
Indiana(3/31/2025)
RR
Iowa(5/19/2023)
RR
Kentucky(9/14/2020)
RR
Massachusetts(5/3/2024)
RR
Michigan(4/14/2025)
RR
Nevada(2/6/2025)
RR
North Carolina(3/1/2024)
RR
Ohio(9/14/2020)
IAR
Ohio(3/31/2025)
RR
South Carolina(5/2/2025)
RR
Texas(7/5/2022)
IAR
Texas(3/31/2025)
RR
Wisconsin(6/9/2025)
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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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Noblesville, INTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
