Michael Daniel Ciocca
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2024 to now
- Charles Schwab Bank, SsbOct 2023 to Jan 2024
- Charles Schwab & Co., Inc.May 2021 to Jan 2024
- Schwab Wealth Advisory, Inc.May 2021 to Oct 2023
- UnemployedApr 2018 to Jul 2018
- LPL Financial LLCJan 2018 to May 2021
- Ameriprise Financial Services, Inc.Jul 2017 to Apr 2018
- Adam Goldstein & Associate ( Cfp)Jul 2017 to Jan 2018
- Npc dba Allegiance GroupApr 2016 to Jul 2017
- National Planing CorporationMar 2016 to Jul 2017
- Allegiance Financial GroupJul 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 6332936
- Firm CRD
- 104555