Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
< Back to Results
Detailed Report
MICHAEL DOMONIC BARIL
CRD#: 2932916
IA
Investment Adviser
B
Broker
STRATEGIC ADVISERS LLCCRD#: 104555 155 SEAPORT BLVD
BOSTON, MA 02210-2698
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 TUSTIN, CA
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS1998 - 1999 (<1 year)2 FIRMS2005 - 2005 (<1 year)2 FIRMS2006 - 2007 (<1 year)2 FIRMS2008 - 2009 (<1 year)2 FIRMS2009 - 2011 (1 year)2 FIRMS2011 - 2016 (5 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2025 - Present (<1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2018 - Present (6 years)BJ.P. MORGAN INSTITUTIONAL INVE... (CRD# 102920)2005 - 2006 (1 year)BCHASE INVESTMENT SERVICES CORP. (CRD# 25574)2003 - 2004 (1 year)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2000 - 2002 (1 year)BAMERITRADE (CRD# 36559)1999 - 2000 (<1 year)BFIDELITY INVESTMENTS INSTITUTI... (CRD# 17507)1997 - 1997 (<1 year)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2019 - 2025 (6 years)IAREILLY FINANCIAL ADVISORS (CRD# 110315)2017 - 2018 (1 year)
License(s)

State Registrations

B
Alabama 1/16/2019
B
Montana 11/25/2020
B
Alaska 11/24/2020
B
Nebraska 1/26/2021
B
Arizona 1/16/2019
B
Nevada 2/1/2019
B
Arkansas 1/16/2019
B
New Hampshire 1/18/2019
B
California 1/15/2019
B
New Jersey 2/11/2019
IA
California 3/31/2025
B
New Mexico 11/25/2020
B
Colorado 1/17/2019
B
New York 1/16/2019
B
Connecticut 11/25/2020
B
North Carolina 1/16/2019
B
Delaware 2/5/2019
B
North Dakota 11/30/2020
B
District of Columbia 1/16/2019
B
Ohio 12/26/2018
B
Florida 1/16/2019
IA
Ohio 3/31/2025
B
Georgia 1/16/2019
B
Oklahoma 11/30/2020
B
Hawaii 1/16/2019
B
Oregon 1/16/2019
B
Idaho 1/16/2019
B
Pennsylvania 1/22/2019
B
Illinois 2/8/2019
B
Rhode Island 1/16/2019
B
Indiana 1/16/2019
B
South Carolina 11/30/2020
B
Iowa 11/24/2020
B
South Dakota 1/16/2019
B
Kansas 11/30/2020
B
Tennessee 1/16/2019
B
Kentucky 11/25/2020
B
Texas 1/17/2019
B
Louisiana 11/30/2020
IA
Texas 3/31/2025
B
Maine 1/16/2019
B
Utah 1/16/2019
B
Maryland 1/17/2019
B
Vermont 11/25/2020
B
Massachusetts 1/16/2019
B
Virginia 1/16/2019
B
Michigan 1/17/2019
B
Washington 1/16/2019
B
Minnesota 1/16/2019
B
West Virginia 11/30/2020
B
Mississippi 11/30/2020
B
Wisconsin 11/30/2020
B
Missouri 1/16/2019
B
Wyoming 11/30/2020

SRO Registrations

B
 FINRA
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
STRATEGIC ADVISERS LLC (CRD#:104555)
155 SEAPORT BLVD, BOSTON, MA 02210-2698
Registered with this firm since 3/31/2025
B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
TUSTIN, CA
Registered with this firm since 12/26/2018
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 01/17/2019 - 03/31/2025 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) IRVINE, CA
IA
 07/22/2017 - 11/16/2018 REILLY FINANCIAL ADVISORS (CRD#:110315) LA MESA, CA
IA
 04/18/2011 - 07/22/2016 USAA FINANCIAL PLANNING SERVICES (CRD#:106352) IRVINE, CA
B
 04/18/2011 - 07/22/2016 USAA FINANCIAL ADVISORS, INC. (CRD#:129035) IRVINE, CA
IA
 05/27/2009 - 03/23/2011 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) RICHARDSON, TX
B
 05/27/2009 - 03/23/2011 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) RICHARDSON, TX
IA
 06/09/2008 - 01/12/2009 MORGAN STANLEY & CO. INCORPORATED (CRD#:8209) DALLAS, TX
B
 06/09/2008 - 01/12/2009 MORGAN STANLEY & CO. INCORPORATED (CRD#:8209) DALLAS, TX
IA
 11/01/2006 - 09/12/2007 BEAR, STEARNS & CO. INC. (CRD#:79) DALLAS, TX
B
 10/30/2006 - 09/12/2007 BEAR, STEARNS & CO. INC. (CRD#:79) DALLAS, TX
B
 08/17/2005 - 10/06/2006 J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CRD#:102920) DALLAS, TX
IA
 02/01/2005 - 04/05/2005 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) ARLINGTON, TX
B
 01/31/2005 - 04/05/2005 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) CHICAGO, IL
B
 07/30/2003 - 11/04/2004 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) CHICAGO, IL
B
 04/04/2000 - 03/01/2002 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) NEW YORK, NY
B
 10/19/1999 - 02/23/2000 AMERITRADE (CRD#:36559) BELLEVUE, NE
B
 09/23/1998 - 02/26/1999 EQ FINANCIAL CONSULTANTS, INC. (CRD#:6627) NEW YORK, NY
B
 09/23/1998 - 02/26/1999 THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (CRD#:4039) NEW YORK, NY
B
 10/02/1997 - 12/04/1997 FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CRD#:17507) SMITHFIELD, RI
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.