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Gregory Scott Crissman

Strategic Advisers LLC

Orange, OH

Concord Twp, OH

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

200 Pinecrest Drive, Orange, OH 44122-4207 • United States

Concord Twp, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Woodmere Village OH 12/2000 Present
Strategic Advisers Inc Woodmere Village OH 07/2001 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2000 → Present
    Fidelity Brokerage Services Llc
    Woodmere Village , OH
  • 07/2001 → Present
    Strategic Advisers Inc
    Woodmere Village, OH
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Concord Twp, OH
    Orange, OH
  • 2003-01-14 → 2018-07-13
    Strategic Advisers Llc
    Woodmere Village, OH
Other Businesses

OBA-105112|OrgNmn:none|Org Addr:Concord Tw,Ohio,US|OBA Nature:Selling items online using sit|Invst Rel:N|Title:Sole Proprietor|Duties:Sourcing, listing, shipping items|StrtDt:01-01-24|TotHrs/mon:30|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-05-14
S63 Uniform Securities Agent State Law Examination 1997-10-10
  • S65 Uniform Investment Adviser Law Examination
    2001-05-14
  • S63 Uniform Securities Agent State Law Examination
    1997-10-10

View on SEC IAPD

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