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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)20 years in industry

MICHAEL FOY

Advisor at STRATEGIC ADVISERS LLC

OVERLAND PARK, KS | KANSAS CITY, MO

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Search this name across graphsid dfx:ria:508c2198-7e53-2c85-a329-dee90b36c9bd

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Feb 2, 2017 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: Feb 1, 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: 6
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Jun 4, 2008
First registration: Feb 2, 2017
Dual registered: yes, broker-dealer
Other names: MICHAEL ALLEN FOY|Michael Foy
IAPD individual key: 5112245

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	OVERLAND PARK, KS\|KANSAS CITY, MO	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Mar 30, 2022	Mar 31, 2025	no	OVERLAND PARK, KS	Previous registration
TWO WEST CAPITAL ADVISORS LLC	Institutional manager	Oct 12, 2021	Feb 18, 2022	no	OVERLAND PARK, KS	Previous registration
COPPER FINANCIAL	Independent wealth	Nov 18, 2019	Oct 1, 2021	no	LENEXA, KS\|LENEXA, KS\|Lee's Summit, MO\|Raytown, MO\|Lenexa, KS	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Feb 27, 2018	Sep 11, 2019	no	LEES SUMMIT, MO	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Feb 26, 2018	Sep 11, 2019	no	OMAHA, NE\|LEES SUMMIT, MO	Previous registration
SCOTTRADE INVESTMENT MANAGEMENT	Former SEC adviser	Feb 2, 2017	Feb 26, 2018	no	SAINT LOUIS, MO	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
TWO WEST CAPITAL ADVISORS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Feb 18, 2022	Mar 30, 2022	40	Firm change	Other
COPPER FINANCIAL	TWO WEST CAPITAL ADVISORS LLC	Oct 1, 2021	Oct 12, 2021	11	Firm change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Sep 11, 2019	Feb 27, 2018	-561	Bulk transfer	Other
TD AMERITRADE, INC.	COPPER FINANCIAL	Sep 11, 2019	Nov 18, 2019	68	Firm change	Other
SCOTTRADE INVESTMENT MANAGEMENT	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Feb 26, 2018	Feb 26, 2018	0	Bulk transfer	Ibd to RIA

Relationships

Registered with (7)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Mar 30, 2022 to Mar 31, 2025factForm ADV
→ TWO WEST CAPITAL ADVISORS LLCRegistered adviserregistration: previous registration
Oct 12, 2021 to Feb 18, 2022factForm ADV
→ COPPER FINANCIALRegistered adviserregistration: previous registration
Nov 18, 2019 to Oct 1, 2021factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 26, 2018 to Sep 11, 2019factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Feb 27, 2018 to Sep 11, 2019factForm ADV
→ SCOTTRADE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Feb 2, 2017 to Feb 26, 2018factForm ADV

Dated events

Occurred
Feb 18, 2022
Advisor changed firm
Michael Foy left Two West Capital Advisors Llc for Fidelity Personal And Workplace Advisors (registered 2022-03-30)
Form ADVobserved 4 days ago