Michael Burkhardt
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 InvestmentsJan 2022 to now
- Bank of America, N.A.May 2019 to Jan 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to Jan 2022
- UnemployedApr 2019 to May 2019
- Eisenhower High SchoolNov 2018 to Mar 2019
- UnemployedSep 2018 to Oct 2018
- Merrill LynchJun 2018 to Aug 2018
- UnemployedApr 2018 to May 2018
- Eisenhower High SchoolNov 2017 to Mar 2018
- Eisenhower High SchoolNov 2016 to Mar 2017
- Blackheath Golf ClubApr 2015 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 6964627
- Firm CRD
- 104555