Michelle Cohen
STRATEGIC ADVISERS LLC | Financial Consultant
HOUSTON, TX
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CRD#: 5946382
Professional summary
Michelle Cohen, CFP®, who also goes by Michelle Joanna Cohen, Michelle Cohen, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Houston, Texas and FIDELITY BROKERAGE SERVICES LLC located in Houston, Texas.
Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Michelle has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Biography
As a Financial Consultant with Fidelity Investments, I am passionate about working toward your financial goals. I partner with clients to develop and implement customized financial plans by using Fidelity's industry leading technology.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michelle Joanna Cohen | Michelle Cohen
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Cohen's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Education
Texas Tech University
Bachelor of Business Administration - Management
2015
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 12532 Memorial Drive, Houston, TX 77024RIA
CRD#: 104555
HOUSTON, TX
Current
November 3, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 12532 Memorial Drive, Houston, TX 77024BD
CRD#: 7784
Houston, TX
Past
November 29, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
HOUSTON, TX
Past
March 5, 2021 - November 10, 2021
STAVIS & COHEN PRIVATE WEALTH, LLC
RIA
CRD#: 312366
HOUSTON, TX
Past
February 6, 2021 - October 27, 2021
FSC SECURITIES CORPORATION
BD
CRD#: 7461
HOUSTON, TX
Past
October 7, 2020 - March 15, 2021
SCF PRIVATE WEALTH HOLDINGS, LLC
RIA
CRD#: 151299
HOUSTON, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(7/19/2024)
RR
Arizona(5/19/2023)
RR
California(3/25/2023)
RR
Colorado(3/25/2023)
RR
Florida(3/4/2022)
RR
Georgia(7/8/2022)
RR
Illinois(5/6/2022)
RR
Louisiana(11/3/2021)
RR
New York(9/29/2023)
RR
North Carolina(12/13/2024)
RR
Ohio(5/9/2022)
RR
Oklahoma(11/3/2021)
RR
South Carolina(5/6/2022)
RR
Texas(11/3/2021)
IAR
Texas(3/31/2025)
RR
Utah(9/9/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/5/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Houston, TXTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
