Michael Mcqueeney
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMay 2026 to now
- Fidelity InvestmentsMar 2026 to now
- Russell CellularNov 2025 to Mar 2026
- UnemployedJul 2025 to Nov 2025
- DoordashAug 2024 to Sep 2024
- Northern Kentucky UniversityJan 2024 to May 2024
- AmazonOct 2019 to Jul 2025
- Moxy Proactive SolutionsMay 2019 to Sep 2019
- Pizza HutMay 2019 to Aug 2019
- Dhl ExpressDec 2018 to Jan 2019
- Northern Kentucky UniversityAug 2018 to Dec 2023
- United Parcel ServiceAug 2018 to Apr 2019
- Moxy Proactive SolutionsApr 2018 to Aug 2018
- Pizza HutMar 2018 to Apr 2018
- CanesSep 2017 to Mar 2018
- WendysJun 2016 to Sep 2017
- Saint Henry District High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 8241122
- Firm CRD
- 104555