DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

MICHAEL TROY HORTIN

Advisor at STRATEGIC ADVISERS LLC

HERRIMAN, UT | SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1bcafabf-2fb0-58bb-79e4-09827da142e3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 26, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Sep 1, 1995
First registration: Jan 26, 2001
Dual registered: yes, broker-dealer
Other names: Michael Troy Hortin|MICHAEL HORTIN
IAPD individual key: 2649418

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	SALT LAKE CITY, UT\|HERRIMAN, UT	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Apr 7, 2021	Mar 31, 2025	no	SALT LAKE CITY, UT	Previous registration
MORGAN STANLEY	Wirehouse	Sep 27, 2017	Oct 14, 2019	no	SOUTH JORDAN, UT\|SOUTH JORDAN, UT	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 3, 2011	Sep 14, 2017	no	SALT LAKE CITY, UT\|SALT LAKE CITY, UT\|SALT LAKE CITY, UT\|SALT LAKE CITY, UT\|MINNEAPOLIS, MN\|MINNEAPOLIS, MN\|SALT LAKE CITY, UT	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	May 10, 2004	Jan 3, 2011	no	SALT LAKE CITY, UT\|SALT LAKE CITY, UT	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jan 26, 2001	May 25, 2004	no	SALT LAKE CITY, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
MORGAN STANLEY	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Oct 14, 2019	Apr 7, 2021	541	Firm change after gap	Wirehouse to ibd
WELLS FARGO ADVISORS	MORGAN STANLEY	Sep 14, 2017	Sep 27, 2017	13	Firm change	Wirehouse to wirehouse
WELLS FARGO INVESTMENTS, LLC	WELLS FARGO ADVISORS	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other
STRATEGIC ADVISERS LLC	WELLS FARGO INVESTMENTS, LLC	May 25, 2004	May 10, 2004	-15	Firm change	Other

Relationships

Registered with (5)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jan 26, 2001 to May 25, 2004factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Apr 7, 2021 to Mar 31, 2025factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Sep 27, 2017 to Oct 14, 2019factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 3, 2011 to Sep 14, 2017factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
May 10, 2004 to Jan 3, 2011factForm ADV

Dated events

No dated event names this entity yet.