Michael Paul Demeo
Investment adviser representative at Strategic Advisers LLC
19 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
19 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2023 to now
- Bryant UniversitySep 2021 to May 2023
- De La Salle Middle SchoolMar 2021 to Jan 2023
- Law Offices of Joseph J. Voccola & AssociatesJan 2021 to Jan 2023
- Blue Fishbowl VolleyballNov 2020 to Jun 2021
- University of Rhode IslandSep 2020 to May 2021
- State of Rhode Island House of RepresentativesNov 2017 to Mar 2020
- Lasalle AcademySep 2016 to Jun 2020
- Saint Augustine's SchoolSep 2007 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, 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
- 7751428
- Firm CRD
- 104555