Michelle Teixeira, financial advisor New Haven CT
93 score

Michelle Teixeira

CRD Number: 5406691
Current Firm: Strategic Advisers, Inc.

Michelle Teixeira (CRD# 5406691) is an Investment Advisor Representative working at Strategic Advisers, Inc. in New Haven, CT and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services Fairfield, CT Apr 2012 - Current 5
People's Securities, Inc. Bridgeport, CT Jul 2007 - Apr 2012 4
People's United Bank Naugatuck, CT Nov 2004 - Jul 2007 2
University Of Connecticut Waterbury, CT Aug 2003 - May 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Michelle G. Teixeira
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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