Transamerica Financial Advisors
37yrs
Top 2% by experience in Berkeley
15yrs
Michael Pierce
Financial advisor at Strategic Advisers
Michael Pierce is a fiduciary financial advisor in Berkeley, California, with 15 years in the industry. After seven years at Fidelity Personal and Workplace Advisors, Michael joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 117 advisors with offices in Berkeley, and one of 102 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?Top 24% by experience at Strategic Advisers
Office2120 University Ave, Berkeley, CA 94704
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 ?2 states
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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2012 – 2018Strategic Advisers LLCPreviously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- 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 Pierce. Michael works from the Berkeley, CA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2011, about 15 years. Top 24% by experience at Strategic Advisers.
What licenses does Michael hold?
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.
Other advisors nearby
Cetera Investment Advisers
37yrs
Top 2% by experience in Berkeley
Mason & Associates
36yrs
Top 3% by experience in Berkeley
Wells Fargo Advisors
33yrs
Top 3% by experience in Berkeley
Clayton Partners
33yrs
Top 4% by experience in Berkeley
Elmwood Wealth Management
32yrs
Top 5% by experience in Berkeley