Michael Stephen Costantini
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2021 to now
- Cetera Advisor Networks LLCSep 2019 to May 2021
- Summit Financial Group IncAug 2019 to May 2021
- Summit Brokerage Services IncAug 2019 to Sep 2019
- Gf Investment Services,LLCApr 2017 to Aug 2019
- Global Financial Private Capital, LLCOct 2016 to Aug 2019
- Fdx Capital LLCSep 2015 to Mar 2017
- James Alpha Management LLCAug 2015 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1859560
- Firm CRD
- 104555