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Ted Graham Campbell

Strategic Advisers LLC

Wixom, MI

Wixom, MI

Novi, MI

Novi, MI

CRD 2952789

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Wixom, MI • United States

Wixom, MI • United States

44244 West 12 Mile Road Suite 100, Novi, MI 48377-2616 • United States

44244 West 12 Mile Road Suite 100, Novi, MI 48377-2616 • 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
E*Trade Securities Llc Farmington Hills MI 02/2015 06/2018
E*Trade Capital Management Llc Farmington Hills MI 02/2015 06/2018
Td Ameritrade Novi MI 07/2018 01/2019
Fidelity Brokerage Services Llc Novi MI 01/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2015 → 06/2018
    E*Trade Securities Llc
    Farmington Hills, MI
  • 02/2015 → 06/2018
    E*Trade Capital Management Llc
    Farmington Hills, MI
  • 07/2018 → 01/2019
    Td Ameritrade
    Novi, MI
  • 01/2019 → Present
    Fidelity Brokerage Services Llc
    Novi, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-01-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Novi, MI
  • 2018-07-19 → 2019-01-07
    Td Ameritrade, Inc.
    Novi, MI
  • 2018-07-19 → 2019-01-07
    Td Ameritrade Investment Management, Llc
    Novi, MI
  • 2015-05-13 → 2018-07-12
    Harrisdirect Llc
    Farmington Hills, MI
    Arlington, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-12
S63 Uniform Securities Agent State Law Examination 2014-01-17
  • S66 Uniform Combined State Law Examination
    2015-05-12
  • S63 Uniform Securities Agent State Law Examination
    2014-01-17
Other Names
  • Ted Graham Campbell
  • Ted Campbell
  • Ted Campbell Jr
  • Ted Campbell Jr
  • Ted Campbell
  • Ted Campbell Jr
  • Ted Campbell Jr
  • Ted Campbell Jr
  • Ted G Campbell
  • Ted G Campbell

View on SEC IAPD

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