Michelle Renee Elliott
Also appears in the source record as: Michelle R Peterson
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (3)
- Series 66SIESeries 7
- Registered states (21)
- Alabama · California · Colorado · Florida · Georgia · Kentucky · Louisiana · Massachusetts · Michigan · Minnesota · Missouri · New Mexico · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington
- Years in the industry (source record)
- 23
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Fidelity Brokerage Services LLC
- Firm CRD
- 7784
- SEC number
- Not yet retrieved from the source record
- Assets under management
- Not yet retrieved from the source record
- Website
- Not yet retrieved from the source record
- Phone
- Not yet retrieved from the source record
- Firm location
- Not yet retrieved from the source record
Employment history (19)
From the source registration record · current first
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Mar 31, 2025 → present
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Feb 26, 2021 → present
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start not retrieved → present
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Fidelity Personal And Workplace AdvisorsIA capacityMar 8, 2021 → Mar 31, 2025
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May 26, 2015 → Nov 13, 2020
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Advice And Planning ServicesIA capacityMay 26, 2015 → Nov 13, 2020
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Mutual Of America Securities LLCBD capacityDec 21, 2012 → Feb 13, 2015
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Mutual Of America Life Insurance CompanyBD capacityDec 21, 2012 → Feb 13, 2015
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Strategic Advisers, Inc.IA capacityJan 25, 2008 → Nov 6, 2012
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Fidelity Brokerage Services LLCBD capacityJan 3, 2008 → Nov 5, 2012
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Invest Financial CorporationIA capacityFeb 27, 2006 → Oct 17, 2007
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Invest Financial CorporationBD capacityFeb 13, 2006 → Oct 17, 2007
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Chase Investment Services Corp.BD capacityJul 6, 2005 → Aug 26, 2005
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Chase Investment Services Corp.IA capacityJul 6, 2005 → Aug 26, 2005
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Banc One Securities CorporationIA capacityJan 28, 2004 → Jul 6, 2005
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Banc One Securities CorporationBD capacityJan 16, 2004 → Jul 6, 2005
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American Express Financial Advisors, Inc.IA capacityApr 17, 2003 → Aug 20, 2003
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Ids Life Insurance CompanyBD capacityFeb 18, 2003 → Aug 20, 2003
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American Express Financial Advisors Inc.BD capacityFeb 18, 2003 → Aug 20, 2003
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.