Michael Georgalas, financial advisor Schaumburg IL
89 score

Michael Georgalas

CRD Number: 6145220
Current Firm: Strategic Advisers, Inc.

Michael Georgalas (CRD# 6145220) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Schaumburg, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Schaumburg, IL Dec 2012 - Current 4
Octagon Chicago, IL Oct 2011 - Dec 2012 1
Groupon Chicago, IL Nov 2010 - Oct 2011 < 1
Octagon Chicago, IL Oct 2009 - Nov 2010 1
Standard Parking Chicago, IL Jan 2009 - Oct 2009 < 1
Standard Parking Chicago, IL Jun 2002 - Sep 2009 7
Chicago Wolves Glenview, IL Apr 2008 - Jan 2009 < 1
Standard Parking Chicago, IL Sep 2007 - Apr 2008 < 1
Chicago White Sox Chicago, IL Nov 2006 - Sep 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Michael J. Georgalas
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • IL
  • 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
89
Clean Record
This advisor has a clean track record with regulators.

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