Michele N. Bryceland
STRATEGIC ADVISERS LLC | Planning Consultant
ALEXANDRIA, VA
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CRD#: 6516520
Professional summary
Michele N Bryceland, who also goes by Michele N Bryceland, Shelby Nicole Bryceland, Michele Nicole Bryceland, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Alexandria, Virginia and FIDELITY BROKERAGE SERVICES LLC located in Alexandria, Virginia.
Michele is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Michele has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a financial planning consultant, I work with clients at Fidelity investments to help them with their long-term financial planning goals. I use a holistic approach to look at various retirement scenarios with clients to help them understand how to meet their goals for financial success.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michele N Bryceland | Shelby Nicole Bryceland | Michele Nicole Bryceland
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 Michele N Bryceland'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
Virginia Wesleyan College
Bachelor of Arts (BA) - Social Work Psychology
2013
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1725 Duke Street Suite Gr05, Alexandria, VA 22314-3457RIA
CRD#: 104555
ALEXANDRIA, VA
Current
May 20, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1725 Duke Street - Suite Gr05, Alexandria, VA 22314BD
CRD#: 7784
ALEXANDRIA, VA
Past
May 23, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
RESTON, VA
Past
May 12, 2021 - October 18, 2021
BOGART WEALTH, LLC
RIA
CRD#: 283886
MCLEAN, VA
Past
April 9, 2021 - May 12, 2021
MORGAN STANLEY
BD
CRD#: 149777
BETHESDA, MD
Past
April 7, 2021 - May 12, 2021
MORGAN STANLEY
RIA
CRD#: 149777
BETHESDA, MD
Past
April 16, 2019 - August 1, 2019
MORGAN STANLEY
RIA
CRD#: 149777
PONTE VEDRA BEACH, FL
Past
April 15, 2019 - August 1, 2019
MORGAN STANLEY
BD
CRD#: 149777
PONTE VEDRA BEACH, FL
Past
October 9, 2017 - March 20, 2019
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
NEPTUNE BEACH, FL
Past
September 13, 2017 - March 20, 2019
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
NEPTUNE BEACH, FL
Past
December 5, 2016 - October 11, 2017
EMPOWER ADVISORY GROUP, LLC
RIA
CRD#: 112058
BATON ROUGE, LA
Past
October 12, 2016 - August 28, 2017
EMPOWER FINANCIAL SERVICES, INC.
BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past
October 13, 2015 - September 27, 2016
CEROS FINANCIAL SERVICES, INC.
BD
CRD#: 37869
NORFOLK, 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
Alabama(1/4/2025)
RR
Alaska(1/4/2025)
RR
Arizona(6/23/2023)
RR
Arkansas(1/4/2025)
RR
California(6/23/2023)
RR
Colorado(6/23/2023)
RR
Connecticut(6/23/2023)
RR
Delaware(5/20/2022)
RR
District of Columbia(5/20/2022)
RR
Florida(5/20/2022)
RR
Georgia(6/23/2023)
RR
Hawaii(1/4/2025)
RR
Idaho(1/4/2025)
RR
Illinois(6/23/2023)
RR
Indiana(6/23/2023)
RR
Iowa(1/4/2025)
RR
Kansas(1/4/2025)
RR
Kentucky(1/4/2025)
RR
Louisiana(1/4/2025)
RR
Maine(1/4/2025)
RR
Maryland(5/20/2022)
RR
Massachusetts(6/23/2023)
RR
Michigan(6/23/2023)
RR
Minnesota(6/23/2023)
RR
Mississippi(1/4/2025)
RR
Missouri(6/23/2023)
RR
Montana(1/4/2025)
RR
Nebraska(1/4/2025)
RR
Nevada(1/4/2025)
RR
New Hampshire(1/4/2025)
RR
New Jersey(6/23/2023)
RR
New Mexico(1/4/2025)
RR
New York(6/23/2023)
RR
North Carolina(5/20/2022)
RR
North Dakota(1/4/2025)
RR
Ohio(6/25/2023)
RR
Oklahoma(1/4/2025)
RR
Oregon(1/4/2025)
RR
Pennsylvania(5/20/2022)
RR
Puerto Rico(1/4/2025)
RR
Rhode Island(1/4/2025)
RR
South Carolina(1/4/2025)
RR
South Dakota(1/4/2025)
RR
Tennessee(1/4/2025)
RR
Texas(6/23/2023)
IAR
Texas(3/31/2025)
RR
Utah(1/4/2025)
RR
Vermont(1/4/2025)
RR
Virgin Islands(1/4/2025)
RR
Virginia(5/20/2022)
IAR
Virginia(3/31/2025)
RR
Washington(6/23/2023)
RR
West Virginia(5/20/2022)
RR
Wisconsin(6/23/2023)
RR
Wyoming(1/4/2025)
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
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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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Planning ConsultantCRD#: 104555Alexandria, VATRUST BUT VERIFY
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Contact information
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