Michael D. Roberson
STRATEGIC ADVISERS LLC | Financial Consultant
FORT WORTH, TX
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CRD#: 6863510
Professional summary
Michael D. Roberson, CFP®, who also goes by Michael David Roberson, Michael Roberson, Mike Roberson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Fort Worth, Texas and FIDELITY BROKERAGE SERVICES LLC located in Fort Worth, Texas.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Michael has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
As a Financial Consultant, I partner with clients to help them work towards their financial goals. With 10+ years in the Financial Services Industry, I enjoy bringing my experience and teaming up with clients to solve life's financial puzzles with the intentions to provide them with a peace of mind when it comes to their overall financial plan.
Question & Answer
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Michael David Roberson | Michael Roberson | Mike Roberson
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 D. Roberson'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: 2020
Education
University of North Texas
Master of Business Administration (MBA) - Finance
2018
University of North Texas
Bachelor of Business Administration - Finance
2011
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2933 West 7th St., Fort Worth, TX 76107RIA
CRD#: 104555
FORT WORTH, TX
Current
November 2, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2933 West 7th St., Fort Worth, TX 76107BD
CRD#: 7784
Fort Worth, TX
Past
October 22, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WESTLAKE, TX
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
Arkansas(1/5/2018)
RR
California(3/27/2023)
RR
Colorado(9/14/2023)
RR
Florida(12/11/2017)
RR
Georgia(12/13/2017)
RR
Kentucky(9/29/2023)
RR
Louisiana(1/5/2018)
RR
Maryland(1/10/2025)
RR
Massachusetts(1/8/2025)
RR
Michigan(2/10/2023)
RR
Minnesota(2/11/2025)
RR
Missouri(3/7/2023)
RR
Montana(1/13/2023)
RR
New Mexico(1/3/2018)
RR
North Carolina(8/8/2025)
RR
Ohio(7/14/2025)
RR
Oklahoma(1/16/2018)
RR
Oregon(2/8/2022)
RR
South Carolina(7/14/2025)
RR
Tennessee(3/9/2023)
RR
Texas(11/8/2017)
IAR
Texas(3/31/2025)
Exams
State Security Law Exam
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
Financial ConsultantCRD#: 104555Fort Worth, TXTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
