Gregory W Harmon

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2009 → 03/2018
  Scottrade, Inc.
  Ocala, FL
• 01/2019 → 07/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lady Lake, FL
• 01/2019 → 07/2019
  Bank Of America, N.A.
  Lady Lake, FL
• 03/2018 → 01/2019
  Unemployed
  Ocala, FL
• 07/2019 → 02/2021
  Edward Jones
  St. Louis, MO
• 02/2021 → 10/2021
  Royal Alliance Associates, Inc.
  Oxford, FL
• 10/2021 → Present
  Fidelity Investments
  The Villages, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  The Villages, FL
• 2021-03-01 → 2021-10-08
  Osaic Wealth, Inc.
  Ocala, FL
• 2019-07-22 → 2021-03-02
  Edward Jones
  Gainesville, FL
  The Villages, FL
• 2019-01-18 → 2019-07-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lady Lake, FL
  Lady Lake, FL
  Jacksonville, FL
  Leesburg, FL
• 2017-03-23 → 2018-03-07
  Scottrade Investment Management
  The Villages, FL
• 2005-09-29 → 2007-06-18
  Ubs Financial Services Inc.
  Ocala, FL
  Ocala, FL
• 2002-10-17 → 2005-09-30
  A. G. Edwards & Sons, Inc.
  The Villages, FL

Exams

• S66 Uniform Combined State Law Examination
  2017-03-13

Other Names

• Greg William Harmon
• Gregory Harmon
• Gregory William Harmon