Michael FraserCRD Number: 6096434
Current Firm: Strategic Advisers, Inc.
Michael Fraser (CRD# 6096434) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Manchester, NH and has over 5 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Signator Investors, Inc.
|Fidelity Investments||Merrimack, NH||Aug 2011 - Current||6|
|Southern New Hampshire University||Manchester, NH||Aug 2009 - Current||8|
|Optima Bank & Trust||Portsmouth, NH||Jul 2011 - Aug 2011||< 1|
|City Of Rochester||Rochester, NH||Mar 2011 - Jun 2011||< 1|
|Save-a-lot||Hammond, LA||Jun 2010 - Feb 2011||< 1|
|Walgreens||Exeter, NH||Jul 2006 - Jun 2010||3|
|University Of New Hampshire||Durham, NH||Aug 2008 - Jun 2009||< 1|
|City Of Rochester||Rochester, NH||Sep 2006 - Dec 2008||2|
|Great Bay Community College||Portsmouth, NH||Aug 2006 - May 2008||1|
|Penguin Windows||Portsmouth, NH||May 2007 - Jul 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2012|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV