Michael James Gracie
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCDec 2025 to now
- Fidelity InvestmentsSep 2025 to now
- UnemployedSep 2025 to Sep 2025
- Triad AdvisorsApr 2024 to Aug 2024
- Lineweaver Financial GroupMar 2024 to Sep 2025
- Lineweaver Wealth Advisors, LLCMar 2024 to Sep 2025
- Fidelity InvestmentsSep 2021 to Mar 2024
- UnemployedMay 2021 to Sep 2021
- Roundstone InsuranceApr 2021 to May 2021
- UnemployedMar 2021 to Apr 2021
- Lincoln Investment Planning, LLCJan 2018 to Mar 2021
- National Automotive ExpertsMay 2017 to Jan 2018
- Amtrust Financial ServicesNov 2016 to May 2017
- General Nutrition StoreMay 2013 to Jan 2017
- Kelly's Tax and FinancialJan 2013 to Mar 2021
- Cleveland State UniversityJan 2013 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 6903166
- Firm CRD
- 104555