Morgan Stanley
46yrs
Top advisor by experience in Providence
29yrs
Michael Esposito
Financial advisor at Strategic Advisers
Michael Esposito is a fiduciary financial advisor in Providence, Rhode Island, with 29 years in the industry. Michael joined Strategic Advisers in 2025, after six years at Fidelity Personal and Workplace Advisors and five years at Merrill. Michael holds the CFP® designation.
One of 477 advisors with offices in Providence, and one of 451 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 4% by experience at Strategic Advisers
Office10 Memorial Boulevard, Providence, RI 02903
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2019 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2014 – 2019MerrillPreviously
- 2008 – 2014TD Ameritrade, Inc.Previously
- 2008 – 2014TD Ameritrade Investment Management, LLCPreviously
Contact Michael
10 Memorial BoulevardProvidence, RI 02903Office · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MA
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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
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About Michael
How do I contact Michael?
Call Strategic Advisers at (617) 563-7000 and ask for Michael Esposito. Michael works from the Providence, RI office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1997, about 29 years. Top 4% 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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