DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

MICHAEL MCCANN

Advisor at STRATEGIC ADVISERS LLC

ANNANDALE, NJ

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:551a7121-92bd-3d0f-e657-a7753310f530

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 31, 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: Aug 9, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Aug 9, 2002
First registration: Jan 31, 2005
Dual registered: yes, broker-dealer
Other names: MICHAEL KENNETH MCCANN|Michael McCann
IAPD individual key: 2763097

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	ANNANDALE, NJ	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	May 22, 2023	Mar 31, 2025	no	ANNANDALE, NJ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 3, 2018	Jan 17, 2023	no	PENNINGTON, NJ	Previous registration
SIGNATOR INVESTORS, INC.	Former SEC adviser	Apr 29, 2015	Nov 16, 2015	no	PARSIPPANY, NJ	Previous registration
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	Asset manager	Feb 13, 2008	Apr 15, 2015	no	NEW YORK, NY	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Sep 26, 2007	Feb 11, 2008	no	PARSIPPANY, NJ	Previous registration
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	Asset manager	Jan 31, 2005	Oct 27, 2006	no	PARSIPPANY, NJ\|NEW YORK, NY	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jan 17, 2023	May 22, 2023	125	Firm change	Wirehouse to ibd
SIGNATOR INVESTORS, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Nov 16, 2015	Apr 3, 2018	869	Firm change after gap	Other
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	SIGNATOR INVESTORS, INC.	Apr 15, 2015	Apr 29, 2015	14	Firm change	Other
EAGLE STRATEGIES LLC	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	Feb 11, 2008	Feb 13, 2008	2	Firm change	Other
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	EAGLE STRATEGIES LLC	Oct 27, 2006	Sep 26, 2007	334	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
109591:468:NY:2015-04-15	Apr 15, 2015	Apr 29, 2015	NEW YORK, NY	Firm change

Relationships

Registered with (6)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
May 22, 2023 to Mar 31, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 3, 2018 to Jan 17, 2023factForm ADV
→ SIGNATOR INVESTORS, INC.Registered adviserregistration: previous registration
Apr 29, 2015 to Nov 16, 2015factForm ADV
→ NEW YORK LIFE INVESTMENT MANAGEMENT LLCRegistered adviserregistration: previous registration
Feb 13, 2008 to Apr 15, 2015factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Sep 26, 2007 to Feb 11, 2008factForm ADV

Dated events

Occurred
Jan 17, 2023
Advisor changed firm
Michael Mccann left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Fidelity Personal And Workplace Advisors (registered 2023-05-22)
Form ADVobserved 5 days ago