Michael O'regan
Investment adviser representative at Strategic Advisers LLC
16 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
16 years in the industry.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsAug 2025 to now
- Dhk Financial AdvisorsNov 2024 to Dec 2024
- Swell Oyster Co.May 2024 to Aug 2025
- Three Chimneys InnMar 2024 to May 2025
- AlkuFeb 2023 to Aug 2024
- Fry'd LLCSep 2022 to Feb 2023
- UnhAug 2021 to May 2025
- Sagamore Golf Inc.Apr 2019 to Jun 2025
- Shaw's SupermarketsJul 2018 to Apr 2019
- WinnicunnetJun 2017 to Jun 2021
- North Hampton SchoolAug 2010 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (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
- 8152048
- Firm CRD
- 104555