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Michael Justin Bilezikian

Investment adviser representative at Strategic Advisers LLC
14 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

14 years in the industry.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsApr 2023 to now
  3. Optimum Funding SolutionNov 2022 to Feb 2023
  4. Ndm HospitalityMar 2021 to Sep 2021
  5. Aaa GlobalNov 2020 to Mar 2022
  6. Americrest Luxury HomesNov 2020 to Apr 2021
  7. Redzone RealtyOct 2020 to Nov 2020
  8. Sole ProprietorApr 2020 to Jan 2023
  9. Watson RealtyMar 2020 to Oct 2020
  10. Beachwalk LagoonFeb 2019 to Sep 2020
  11. Western Trading CompanyAug 2017 to Feb 2019
  12. Deerfoot LodgeJun 2012 to Aug 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (CO, 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
7732063
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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