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Michael Mccann

Advisor at Fidelity — Annandale, NJ

Updated today

Credentials

Series 63, Series 66

Experience

27 years

Location

Annandale, NJ

Fidelity logo

Fidelity

Institution

Total advisors

16,976

Across 1,872 offices

Clients per advisor

141 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Michael Mccann is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Merrill, Bank of America, John Hancock Funds, and New York Life Investment Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including model portfolios constructed from mutual funds, ETFs, and ETPs.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

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Location

See office

Annandale, NJ

Annandale NJ

Advisors at this office

1

Most active in

New Jersey · Texas

Work history

27 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

FIDELITY INVESTMENTS

2023 - Present • 3 years

Jersey City, NJ

Merrill

2018 - 2023 • 5 years

Pennington, NJ

Bank Of America, N.a.

2018 - 2023 • 5 years

Pennington, NJ

UnEmployed

2017 - 2018 • 1 year

Annandale, NJ

John Hancock Funds

2015 - 2017 • 2 years

Boston, MA

John Hancock PFS

2015 - 2017 • 2 years

Boston, MA

New York Life Investment Management LLC

2008 - 2017 • 9 years

Parsippany, NJ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Nitin A

Series 65

Bridgewater, NJ

GA Advisors LLC

Nitin Apte is a financial advisor at GA Advisors LLC in Bridgewater, NJ, with eight years of industry experience. He holds a Series 65 designation and previously worked at Azul Systems Inc and Credit Carbon Inc for seven years each. He serves as Chair of the Investment Committee for the nonprofit organization Marathi Vishwa of New Jersey. GA Advisors LLC provides personalized investment advice and discretionary portfolio management to individual clients, focusing on global equity and fixed income markets. The firm employs an asset-allocation model adjusted for market conditions, utilizing mutual funds, ETFs, and occasionally individual securities, along with options trading, supported by regular research and account monitoring.

Wealth management Active portfolio management Retirement income strategy College savings (529s, UTMA, etc.)
user avatar

Bryan Z

CFP®, Series 63, Series 65

Flemington, NJ

Hearthstead Financial, LLC

Bryan Zegar is a CFP® professional with six years of experience in the financial services industry. He is the principal advisor at Hearthstead Financial, LLC, where he has worked since 2025. Prior to this, he spent seven years at Ameriprise and AMERIPRISE FINANCIAL SERVICES, Inc. Outside of finance, he is involved with Allshapes Bonsai Nursery, where he assists with inventory management, customer support, and technology. Hearthstead Financial is a registered investment adviser that provides investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a mixed-methods investment approach combining fundamental and charting analysis with mutual fund and ETF evaluation, focusing on both passive and active strategies implemented on a non-discretionary basis.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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John M

Series 63, Series 65

Annandale, NJ

Macmillan Financial LLC

John Macmillan is the sole advisor at Macmillan Financial LLC in Annandale, NJ, holding Series 63 and Series 65 designations with 20 years of industry experience. He has worked at Macmillan Agencies since 2006. Macmillan Financial provides investment advisory and financial planning services to individuals and institutional clients, including pension plans, businesses, charities, and trusts. The firm follows a fundamental, research-driven approach that emphasizes long-term investing while allowing short-term trades when appropriate, managing client accounts with limited discretionary authority.

General retirement planning General estate planning guidance
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J. M

CFA®

Far Hills, NJ

Manley Capital Management, LLC

J. Manley is a CFA® charterholder with 12 years of industry experience. He has been the sole advisor at Manley Capital Management, LLC since 2013. Manley Capital Management provides discretionary investment advisory services and financial planning to individuals, trusts, endowments, and other institutions. The firm employs a value-driven, economically balanced asset-allocation strategy that incorporates equities, fixed income, commodities, and currencies, with portfolio adjustments based on market valuation and risk-reward considerations.

Active portfolio management Tax-loss harvesting Wealth management
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Douglas R

Series 63, Series 65

Long Valley, NJ

ABC Wealth Inc

Douglas Robb Jr. is the sole advisor at ABC Wealth Inc, an independent investment advisory firm based in Long Valley, NJ. He holds the Series 63 and Series 65 credentials and has 31 years of industry experience. In addition to his advisory work, Robb operates an affiliated insurance practice as a licensed insurance agent. ABC Wealth Inc primarily serves individual clients, offering discretionary asset management and comprehensive financial planning. The firm sponsors a wrap fee program and commonly implements portfolios through sub-advisors and third-party money managers, providing financial planning at no additional cost and conducting regular reviews of client investments.

Private / alternative investments Retirement income strategy Options & derivatives strategies
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Robert S

CFP®, Series 63

Bloomsbury, NJ

RLS Financial Services

Robert Stickel is a CFP® with 29 years of industry experience, currently operating as the sole advisor at RLS Financial Services. His career includes roles at Avantax Advisory Services and Avantax Investment Services Inc, spanning over two decades, and he has also held a CPA designation since 1983. Outside of advisory work, he provides tax preparation, accounting, and insurance services through his business. RLS Financial Services offers financial planning and portfolio management primarily to individual and high-net-worth clients. The firm emphasizes fundamental analysis and employs both long- and short-term trading strategies, delivering advice mainly on a non-discretionary basis and managing a wrap-fee program, with investment recommendations that include mutual funds, fixed-income securities, insurance products, equities, ETFs, and non-U.S. securities.

Annuities College savings (529s, UTMA, etc.)
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