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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)26 years in industry

MICHAEL DOMONIC BARIL

Advisor at STRATEGIC ADVISERS LLC

SACRAMENTO, CA

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Search this name across graphsid dfx:ria:259e65e7-0abf-e186-f92b-6dd44c718284

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Feb 1, 2005 to Sep 14, 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: Mar 28, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Mar 28, 2000
First registration: Feb 1, 2005
Dual registered: yes, broker-dealer
IAPD individual key: 2932916

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	SACRAMENTO, CA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jan 17, 2019	Mar 31, 2025	no	IRVINE, CA	Previous registration
REILLY FINANCIAL ADVISORS	Former SEC adviser	Jul 22, 2017	Nov 16, 2018	no	LA MESA, CA	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Apr 18, 2011	Jul 22, 2016	no	ADDISON, TX\|IRVINE, CA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	May 27, 2009	Mar 23, 2011	no	DALLAS, TX\|PLANO, TX\|DALLAS, TX\|DALLAS, TX\|RICHARDSON, TX\|RICHARDSON, TX\|RICHARDSON, TX	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Jun 9, 2008	Jan 12, 2009	no	DALLAS, TX	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Nov 1, 2006	Sep 12, 2007	no	DALLAS, TX	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Feb 1, 2005	Apr 5, 2005	no	ARLINGTON, TX	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
REILLY FINANCIAL ADVISORS	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Nov 16, 2018	Jan 17, 2019	62	Firm change	RIA to ibd
USAA FINANCIAL PLANNING SERVICES	REILLY FINANCIAL ADVISORS	Jul 22, 2016	Jul 22, 2017	365	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	USAA FINANCIAL PLANNING SERVICES	Mar 23, 2011	Apr 18, 2011	26	Firm change	Other
MORGAN STANLEY & CO. LLC	CHASE INVESTMENT SERVICES CORP.	Jan 12, 2009	May 27, 2009	135	Firm change	Other
J.P. MORGAN SECURITIES LLC	MORGAN STANLEY & CO. LLC	Sep 12, 2007	Jun 9, 2008	271	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Apr 5, 2005	Nov 1, 2006	575	Firm change after gap	Other

Relationships

Registered with (7)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jan 17, 2019 to Mar 31, 2025factForm ADV
→ REILLY FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Jul 22, 2017 to Nov 16, 2018factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Apr 18, 2011 to Jul 22, 2016factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
May 27, 2009 to Mar 23, 2011factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Jun 9, 2008 to Jan 12, 2009factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Nov 1, 2006 to Sep 12, 2007factForm ADV

Dated events

No dated event names this entity yet.