Michael Chukhman
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2022 to now
- J.P. Morgan Securities LLCNov 2019 to May 2022
- JPMorgan Chase Bank, N.A.Nov 2019 to May 2022
- Beelow's SteakhouseSep 2019 to Sep 2019
- Universal Studios Volcano BayJun 2018 to Oct 2019
- Charleys SteakhouseFeb 2017 to Jul 2019
- Strategic Outsourcing, Inc.Nov 2016 to Aug 2017
- Celebration Town TavernNov 2016 to Jul 2017
- StarbucksAug 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7202139
- Firm CRD
- 104555