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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

MICHELLE TURNER LANE

Advisor at STRATEGIC ADVISERS LLC

DOVER, NH

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Search this name across graphsid dfx:ria:645171ef-9d9f-8717-ef6d-29a74c0f8fd3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 27, 2007 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: Jul 10, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66|S65|S63
First exam: Jul 10, 1998
First registration: Sep 27, 2007
Dual registered: yes, broker-dealer
Other names: MICHELLE L TURNER|MICHELLE LEE TURNER|MICHELLE TURNER LANE|Michelle Lane
IAPD individual key: 2573820

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	DOVER, NH	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Feb 7, 2020	Mar 31, 2025	no	WESTWOOD, MA	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Aug 12, 2016	Sep 10, 2019	no	Barrington, NH\|BRAINTREE, MA\|DOVER, NH	Previous registration
OSAIC FS, INC.	Former SEC adviser	Sep 27, 2007	Dec 23, 2009	no	DOVER, NH	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
ADVICE AND PLANNING SERVICES	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Sep 10, 2019	Feb 7, 2020	150	Firm change	Ibd to ibd
OSAIC FS, INC.	ADVICE AND PLANNING SERVICES	Dec 23, 2009	Aug 12, 2016	2,424	Firm change after gap	Other

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Feb 7, 2020 to Mar 31, 2025factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Aug 12, 2016 to Sep 10, 2019factForm ADV
→ OSAIC FS, INC.Registered adviserregistration: previous registration
Sep 27, 2007 to Dec 23, 2009factForm ADV

Dated events

No dated event names this entity yet.