Michael Paul Morgante
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
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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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2024 to now
- Mutual of America Securities LLCJan 2023 to Jan 2024
- PaychexOct 2022 to Jan 2023
- Mutual of America Life Insurance CompanyApr 2014 to Oct 2022
- Mutual of America Securities LLCApr 2014 to Oct 2022
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5096970
- Firm CRD
- 104555