Michael Bello
Investment adviser representative at Strategic Advisers LLC
16 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
16 years in the industry.
- Strategic Advisers LLCSep 2026 to now
- Fidelity InvestmentsJun 2026 to now
- Penn StateAug 2025 to Jun 2026
- Old Dominion National BankJun 2025 to Aug 2025
- Penn StateAug 2024 to Jun 2025
- Essent GuarantyJun 2024 to Aug 2024
- Penn StateAug 2023 to Jun 2024
- Connolly LandscapingJun 2023 to Aug 2023
- Penn StateAug 2022 to Jun 2023
- Connolly LandscapingJun 2022 to Aug 2022
- ST. Josephs PrepAug 2021 to Jun 2022
- Connolly LandscapingJun 2021 to Aug 2021
- St Josephs PrepAug 2020 to Jun 2021
- Connolly LandscapingJun 2020 to Aug 2020
- St Jospehs PrepAug 2018 to Jun 2020
- St Dorothys SchoolSep 2010 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 8304148
- Firm CRD
- 104555