Michael S. Ralston

CRD 2753784 · Strategic Advisers LLC · Grand Rapids, MI

IA RegisteredBroker

Also appears in the source record as: Michael Scott Ralston

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (10): Series 66Series 65Series 63Series 9Series 10Series 51Series 24SIESeries 7Series 6
Registered states (1): Michigan
Years in the industry (source record): 30
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2753784 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Strategic Advisers LLC
Firm CRD: 104555
SEC number: 801-13243
Assets under management: $1.4T as of Mar 30, 2026
Website: www.linkedin.com/showcase/womentalkmoney ↗
Phone: 617-563-7000
Firm location: Boston, MA, 02210-2698

Employment history (9)

From the source registration record · current first

Strategic Advisers LLCCurrent
Grand Rapids, MI · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Highland, MI · BD capacity

Jul 7, 2008 → present
Fidelity Personal And Workplace Advisors
IA capacity

Jul 13, 2018 → Mar 31, 2025
Strategic Advisers LLC
IA capacity

Mar 30, 2010 → Jul 13, 2018
Uvest Financial Services Group, Inc.
BD capacity

Jan 24, 2008 → Jun 23, 2008
Ifmg Securities, Inc.
BD capacity

Nov 1, 2006 → Feb 5, 2008
Tcf Investments, Inc.
BD capacity

Feb 1, 2001 → Dec 31, 2006
Metropolitan Life Insurance Company
BD capacity

Aug 5, 1996 → Jan 3, 2001
Metlife Securities Inc.
BD capacity

Aug 5, 1996 → Jan 3, 2001

Source & corrections

Where this page comes from

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