Michael Bishay
Investment adviser representative at Strategic Advisers LLC
17 yearsExperience
2 statesRegistered 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
17 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2020 to now
- World Tan LLC dba the Tanning Spot NycSep 2009 to now
- E*trade Capital Management LLCJan 2020 to May 2020
- Morgan StanleySep 2018 to Jan 2020
- Morgan Stanley Private Bank, N.A.Sep 2018 to Jan 2020
- JP Morgan ChaseApr 2017 to Aug 2018
- JPMorgan Securities LLCApr 2017 to Aug 2018
- Bank of America, N.A.Sep 2015 to Apr 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2015 to Apr 2017
- Nyctan01Dec 2014 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 6561878
- Firm CRD
- 104555