Michael Patrick Gula
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCDec 2025 to now
- Fidelity InvestmentsAug 2025 to now
- Martuscelli Restaurant GroupMar 2023 to Jul 2025
- Taverna Rustic ItalianJan 2022 to Mar 2023
- UnemployedAug 2021 to Jan 2022
- Higgins Crab HouseMay 2021 to Aug 2021
- Homewood Suites By HiltonOct 2020 to May 2021
- Holly Hills Country ClubAug 2017 to Nov 2020
- Morningside InnApr 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (DE, MD, 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
- 8152221
- Firm CRD
- 104555