West Bloomfield, MI Office

Team
Updated today

Client AUM

$561,384,950,404

Clients

2,390,975

Advisors

3

Of 17,005 advisors across 1,873 offices

Location

West Bloomfield MI

Advisors at this office

3

Advisors at this office

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Chaunceey J

Series 63, Series 66

West Bloomfield, MI

Fidelity

Chaunceey Johnson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Before joining Fidelity, Johnson worked at Thrivent Investment Management, J.P. Morgan Securities, and Apple. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct algorithm-driven model portfolios. The firm is noted for its formal advisory roles with registered investment companies and its use of AI and algorithmic methods in portfolio management.

Charitable giving & philanthropy Active portfolio management
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Michael R

Series 66

West Bloomfield, MI

Fidelity

Michael Russom is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC, Bank of America, and TCF Bank. Outside of his advisory work, he acts as a real estate agent and independent contractor for grocery delivery services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management

Cheri W

Series 63, Series 66

West Bloomfield, MI

Fidelity

Cheri Watson is a Planning Consultant at Fidelity Investments, where she assists clients in navigating the company's resources through guidance, education, and planning support aligned with their financial goals. She focuses on delivering clear information to help clients understand their options. Cheri has been with Fidelity Investments since 2021, previously serving as a Central Relationship Manager from 2021 to 2024 and as a Relationship Manager from 2024 to 2026 before assuming her current role. She holds an Arkansas Insurance License.

Charitable giving & philanthropy Active portfolio management Consultant Financial Professional
View complete list of advisors at this office
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