Michael Simon
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- Santa Clara UniversityAug 2021 to Jun 2022
- Coghlan LawJun 2021 to Aug 2021
- Santa Clara UniversitySep 2020 to Jun 2021
- Illinois Secretary of StateJul 2020 to Sep 2020
- Santa Clara UniversitySep 2019 to Jul 2020
- Coghlan LawJun 2019 to Sep 2019
- Santa Clara UniversitySep 2018 to Jun 2019
- Billy Goat TavernAug 2018 to Aug 2018
- Coghlan LawApr 2018 to Sep 2018
- St. Ignatius College PrepAug 2014 to May 2018
- AysoMar 2013 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7590002
- Firm CRD
- 104555