Michael P. Higgins
STRATEGIC ADVISERS LLC | Regional Center Planning Consultant - Premium
JACKSONVILLE, FL
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CRD#: 6854015
Professional summary
Michael Paul Higgins, who also goes by Michael Paul Higgins, Michael Higgins, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Jacksonville, Florida and FIDELITY BROKERAGE SERVICES LLC located in Jacksonville, Florida.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Michael has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 10 exams.
Biography
As a Planning Consultant, I work on a team of Consultants that partner with you to co-create and implement a comprehensive plan that supports your financial goals. Our process is to understand our clients personally and financially in order to analyze their unique situation to develop a plan aligned with their goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Paul Higgins | Michael Higgins
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 Paul Higgins'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
Eastern Connecticut State University
Bachelor of Business Administration - Finance and Accounting
2016
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246RIA
CRD#: 104555
JACKSONVILLE, FL
Current
November 28, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246BD
CRD#: 7784
Jacksonville, FL
Past
May 24, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
JACKSONVILLE, FL
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(10/19/2022)
RR
Alaska(10/19/2022)
RR
Arizona(10/19/2022)
RR
Arkansas(10/19/2022)
RR
California(10/19/2022)
RR
Colorado(10/19/2022)
RR
Connecticut(2/23/2018)
RR
Delaware(10/19/2022)
RR
District of Columbia(10/19/2022)
RR
Florida(11/19/2021)
IAR
Florida(3/31/2025)
RR
Georgia(10/19/2022)
RR
Hawaii(10/19/2022)
RR
Idaho(10/19/2022)
RR
Illinois(10/19/2022)
RR
Indiana(10/19/2022)
RR
Iowa(10/19/2022)
RR
Kansas(10/19/2022)
RR
Kentucky(10/19/2022)
RR
Louisiana(10/19/2022)
RR
Maine(1/7/2022)
RR
Maryland(10/19/2022)
RR
Massachusetts(11/19/2021)
RR
Michigan(10/19/2022)
RR
Minnesota(10/19/2022)
RR
Mississippi(10/19/2022)
RR
Missouri(10/19/2022)
RR
Montana(10/19/2022)
RR
Nebraska(10/19/2022)
RR
Nevada(10/19/2022)
RR
New Hampshire(11/19/2021)
RR
New Jersey(4/14/2022)
RR
New Mexico(10/19/2022)
RR
New York(1/7/2022)
RR
North Carolina(10/19/2022)
RR
North Dakota(10/19/2022)
RR
Ohio(10/20/2022)
RR
Oklahoma(10/19/2022)
RR
Oregon(10/19/2022)
RR
Pennsylvania(10/19/2022)
RR
Puerto Rico(10/19/2022)
RR
Rhode Island(11/19/2021)
RR
South Carolina(10/19/2022)
RR
South Dakota(10/19/2022)
RR
Tennessee(10/19/2022)
RR
Texas(1/7/2022)
IAR
Texas(3/31/2025)
RR
Utah(10/19/2022)
RR
Vermont(11/19/2021)
RR
Virgin Islands(10/19/2022)
RR
Virginia(10/19/2022)
RR
Washington(10/19/2022)
RR
West Virginia(10/19/2022)
RR
Wisconsin(10/19/2022)
RR
Wyoming(10/19/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
Regional Center Planning Consultant - PremiumCRD#: 104555Jacksonville, FLTRUST BUT VERIFY
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Contact information
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