Raymond James & Associates
44yrs
Top advisor by experience in Lakewood Ranch
26yrs
Michael Trosset is a fiduciary financial advisor in Lakewood Ranch, Florida, with 26 years in the industry. Michael joined Strategic Advisers in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 162 advisors with offices in Lakewood Ranch, and one of 142 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 7% by experience at Strategic Advisers
OfficeLakewood Ranch, FL
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowStrategic Advisers LLCCurrent firm
Contact Michael
(617) 563-7000Firm headquarters in Boston, MA. Ask for Michael. Lakewood Ranch, FLOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Strategic Advisers at (617) 563-7000 and ask for Michael Trosset. Michael works from the Lakewood Ranch, FL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2000, about 26 years. Top 7% by experience at Strategic Advisers.
What licenses does Michael hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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