Michael I. Pasalich
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
HUNTERSVILLE, NC
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CRD#: 6464699
Professional summary
Michael Ivan Pasalich, who also goes by Michael IVan Pasalich Mr, Michael Ivan Pasalich, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Huntersville, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Huntersville, North Carolina.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Michael has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Having lived and worked internationally, I bring a unique perspective and maturity to my role. I genuinely desire to build deep and lasting relationships with my clients for the long term. I work hard to ensure your financial plan and future is clear and dependable.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Ivan Pasalich Mr | Michael Ivan Pasalich
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 Ivan Pasalich'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
University Of Technology Sydney
Bachelor of Business - Marketing and Finance
2005
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 16740 Birkdale Commons Pkwy Ste 301, Huntersville, NC 28078-4463RIA
CRD#: 104555
HUNTERSVILLE, NC
Current
May 21, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 16740 Birkdale Commons Parkway Ste 301, Huntersville, NC 28078BD
CRD#: 7784
Huntersville, NC
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
HUNTERSVILLE, NC
Past
April 12, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
TYSONS CORNER, VA
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(3/25/2023)
RR
California(1/6/2017)
RR
Delaware(11/17/2022)
RR
District of Columbia(8/12/2015)
RR
Florida(1/6/2017)
RR
Georgia(2/12/2021)
RR
Hawaii(5/25/2022)
RR
Kentucky(8/1/2024)
RR
Massachusetts(3/16/2020)
RR
Michigan(2/12/2021)
RR
Nevada(3/16/2020)
RR
New York(1/4/2019)
RR
North Carolina(1/9/2017)
IAR
North Carolina(3/31/2025)
RR
Oregon(10/8/2021)
RR
Pennsylvania(12/20/2019)
RR
South Carolina(1/4/2019)
RR
Tennessee(6/5/2018)
RR
Texas(1/6/2017)
IAR
Texas(3/31/2025)
RR
Virginia(7/29/2015)
IAR
Virginia(3/31/2025)
RR
Washington(12/20/2019)
RR
West Virginia(3/25/2023)
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#: 104555Huntersville, NCTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
