Michael Lee Svoboda
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 LLCFeb 2026 to now
- Fidelity InvestmentsOct 2025 to now
- UnemployedJul 2025 to Oct 2025
- The Modern RoseFeb 2025 to Jul 2025
- Guided Financial AdvisorsSep 2024 to Jul 2025
- UnemployedJul 2024 to Sep 2024
- Autometric CalibrationMar 2024 to Jul 2024
- Cynuria ConsultingJun 2023 to Mar 2024
- UnemployedApr 2023 to Jun 2023
- The Florida Springs InstituteJan 2023 to Apr 2023
- The Selling FactoryJan 2023 to Apr 2023
- UnemployedMar 2022 to Jan 2023
- Hibbett SportsJan 2022 to Mar 2022
- UnemployedJun 2021 to Jan 2022
- Schulte Hospitality GroupMar 2021 to Jun 2021
- UnemployedMar 2020 to Mar 2021
- Sp PlusJan 2020 to Mar 2020
- Anthony's Coal Fired PizzaOct 2019 to Dec 2019
- UnemployedOct 2015 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7992984
- Firm CRD
- 104555