Gregg Gruosso

Strategic Advisers LLC

Roslyn Heights, NY

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

1075 Northern Blvd, Roslyn, NY 11576-1681 • United States

Roslyn Heights, NY • 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Roslyn	NY	03/2005	Present
Strategic Advisors Inc	Roslyn	NY	07/2005	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2005 → Present

Fidelity Brokerage Services Llc

Roslyn, NY
07/2005 → Present

Strategic Advisors Inc

Roslyn, NY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-05-09 → 2025-03-31

Fidelity Personal And Workplace Advisors

Roslyn, NY
2005-05-06 → 2007-02-21

Strategic Advisers Llc

Roslyn, NY
2004-10-20 → 2005-04-04

Banc Of America Investment Services, Inc.

Lawrence, NY
2002-08-27 → 2004-10-20

Quick & Reilly, Inc.

Lawrence, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2000-10-03
S63	Uniform Securities Agent State Law Examination	1998-02-11

S65 Uniform Investment Adviser Law Examination

2000-10-03
S63 Uniform Securities Agent State Law Examination

1998-02-11

Other Names

Gregg Gruosso
Gregg Adam Gruosso

View on SEC IAPD

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