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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)16 years in industry

MICHAEL B REGAN

Advisor at STRATEGIC ADVISERS LLC

HINGHAM, MA | COHASSET, MA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 4, 2010 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: Jul 23, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jul 23, 2010
First registration: Oct 4, 2010
Dual registered: yes, broker-dealer
Other names: MICHAEL BERNARD REGAN
IAPD individual key: 2206902

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	HINGHAM, MA\|COHASSET, MA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Aug 12, 2014	Jul 13, 2018	no	BRAINTREE, MA\|HINGHAM, MA	Previous registration
ICAPITAL, LLC	Other adviser	Dec 7, 2012	May 21, 2014	no	BOSTON, MA	Previous registration
GL INVESTMENT SERVICES, LLC	Former SEC adviser	Mar 31, 2011	Apr 24, 2012	no	WALTHAM, MA	Previous registration
TUTTLE WEALTH MANAGEMENT, LLC	Former SEC adviser	Oct 4, 2010	Nov 2, 2010	no	COHASSET, MA	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
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
ICAPITAL, LLC	STRATEGIC ADVISERS LLC	May 21, 2014	Aug 12, 2014	83	Firm change	Other
GL INVESTMENT SERVICES, LLC	ICAPITAL, LLC	Apr 24, 2012	Dec 7, 2012	227	Firm change	Other
TUTTLE WEALTH MANAGEMENT, LLC	GL INVESTMENT SERVICES, LLC	Nov 2, 2010	Mar 31, 2011	149	Firm change	Other

Relationships

Registered with (5)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Aug 12, 2014 to Jul 13, 2018factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV
→ ICAPITAL, LLCRegistered adviserregistration: previous registration
Dec 7, 2012 to May 21, 2014factForm ADV
→ GL INVESTMENT SERVICES, LLCRegistered adviserregistration: previous registration
Mar 31, 2011 to Apr 24, 2012factForm ADV
→ TUTTLE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 4, 2010 to Nov 2, 2010factForm ADV

Dated events

No dated event names this entity yet.