Michael K. Buttelman
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered 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 LLCSep 2026 to now
- Fidelity InvestmentsMar 2026 to now
- Gwn SecuritiesJun 2025 to Mar 2026
- VerkadaMay 2024 to Jun 2025
- Voodoo MarketingOct 2023 to May 2024
- UnemployedMay 2023 to Oct 2023
- Equitable AdvisorsApr 2021 to May 2023
- Gwn SecuritiesAug 2020 to Apr 2021
- Franklin & Marshall CollegeMay 2019 to May 2023
- Kent SchoolMar 2018 to May 2019
- The Benjamin SchoolSep 2014 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8247856
- Firm CRD
- 104555