Michael Joseph Flynn
Investment adviser representative at Strategic Advisers LLC
15 yearsExperience
3 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
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2021 to now
- UnemployedMay 2021 to Sep 2021
- Digital Federal Credit UnionMay 2019 to Sep 2020
- United Parcel Service (ups)Dec 2018 to Feb 2019
- Red Robin Gourtmet Burgers, Inc.May 2018 to Sep 2018
- Marist CollegeAug 2017 to May 2021
- UnemployedFeb 2016 to May 2017
- Austin Preparatory SchoolSep 2011 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 7449101
- Firm CRD
- 104555