Michelle Hur
STRATEGIC ADVISERS LLC | Financial Consultant
HARBOR CITY, CA
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CRD#: 6630825
Professional summary
Michelle Hur, CFP®, who also goes by Michelle Choi, Michelle Hur, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Harbor City, California and FIDELITY BROKERAGE SERVICES LLC located in Torrance, California.
Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Michelle has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As your Certified Financial Planner, I will partner with you to understand who you are and what is important to you and your family. Forming strong relationships with my clients is of the utmost importance to me and I work hard to maintain a deep level of trust, reliability, and competency. Through an in depth analysis of your finances, we will build a financial plan together, customized to your family's needs, to work towards your goals and live the lifestyle that you want.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Long-term Care
Tax Planning
Estate Planning
Education Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Michelle Choi | Michelle Hur
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 Hur'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
California State University, Northridge
Bachelor of Science (BS) - Finance
2016
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 21701 Hawthorne Blvd, Torrance, CA 90503RIA
CRD#: 104555
HARBOR CITY, CA
Current
November 27, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 21701 Hawthorne Blvd, Torrance, CA 90503BD
CRD#: 7784
Torrance, CA
Past
December 4, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
TORRANCE, CA
Past
June 28, 2016 - October 31, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PASADENA, CA
Past
May 24, 2016 - October 31, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PASADENA, CA
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(3/17/2023)
RR
California(11/27/2018)
IAR
California(3/31/2025)
RR
Colorado(3/25/2023)
RR
Florida(11/16/2020)
RR
Hawaii(2/16/2022)
RR
Iowa(3/5/2025)
RR
Massachusetts(6/16/2020)
RR
Missouri(10/20/2025)
RR
Nevada(11/27/2018)
RR
New Hampshire(3/5/2025)
RR
New York(4/9/2021)
RR
North Carolina(11/10/2021)
RR
Oregon(4/23/2020)
RR
Pennsylvania(9/26/2023)
RR
Texas(11/27/2018)
IAR
Texas(3/31/2025)
RR
Virginia(5/3/2024)
RR
Washington(4/23/2020)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Harbor City, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
