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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

MICHELLE MURRAY

Advisor at STRATEGIC ADVISERS LLC

DENVER, CO

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Search this name across graphsid dfx:ria:29ffef9a-92e7-e74b-6a29-2c6cffaca6c7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jun 23, 2008 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: Aug 3, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom 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: Aug 3, 2006
First registration: Jun 23, 2008
Dual registered: yes, broker-dealer
Other names: MICHELLE A MURRAY|Michelle Murray
IAPD individual key: 4970928

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	DENVER, CO\|DENVER, CO	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jan 13, 2020	Mar 31, 2025	no	DENVER, CO	Previous registration
PIPER SANDLER & CO.	Institutional manager	Aug 5, 2016	Jul 9, 2018	no	DENVER, CO\|MINNEAPOLIS, MN	Previous registration
PIPER JAFFRAY INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Apr 4, 2012	Aug 5, 2016	no	DENVER, CO	Previous registration
FIDUCIARY ASSET MANAGEMENT LLC	Former SEC adviser	Oct 21, 2010	Apr 5, 2012	no	CLAYTON, MO	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jun 23, 2008	Oct 13, 2010	no	ENGLEWOOD, CO\|ENGLEWOOD, CO\|Denver, CO	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
PIPER SANDLER & CO.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 9, 2018	Jan 13, 2020	553	Firm change after gap	Other
PIPER JAFFRAY INVESTMENT MANAGEMENT, LLC	PIPER SANDLER & CO.	Aug 5, 2016	Aug 5, 2016	0	Firm change	Other
FIDUCIARY ASSET MANAGEMENT LLC	PIPER JAFFRAY INVESTMENT MANAGEMENT, LLC	Apr 5, 2012	Apr 4, 2012	-1	Firm change	Other
CHARLES SCHWAB & CO., INC.	FIDUCIARY ASSET MANAGEMENT LLC	Oct 13, 2010	Oct 21, 2010	8	Firm change	Other

Relationships

Registered with (6)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jan 13, 2020 to Mar 31, 2025factForm ADV
→ PIPER SANDLER & CO.Registered adviserregistration: previous registration
Aug 5, 2016 to Jul 9, 2018factForm ADV
→ PIPER JAFFRAY INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 4, 2012 to Aug 5, 2016factForm ADV
→ FIDUCIARY ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Oct 21, 2010 to Apr 5, 2012factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jun 23, 2008 to Oct 13, 2010factForm ADV

Dated events

No dated event names this entity yet.