Best Investors Account Sign in

Greg E. Wood

Strategic Advisers LLC

Citrus Heights, CA

Sacramento, CA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
NV RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • NV RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Citrus Heights, CA • United States

2277 Fair Oaks Blvd Stes 150, 155, Sacramento, CA 95825-5598 • 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 Roseville CA 04/2006 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2006 → Present
    Fidelity Brokerage Services Llc
    Roseville, CA
  • 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
    Sacramento, CA
    Citrus Heights, CA
  • 2011-10-05 → 2018-07-13
    Strategic Advisers Llc
    Roseville, CA
    Reno, NV
    Roseville, CA
    Sacramento, CA
  • 2004-02-04 → 2004-10-01
    Ubs Financial Services Inc.
    Carmel, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-04
  • S66 Uniform Combined State Law Examination
    2011-10-04
Other Names
  • Greg E. Wood
  • Greg E. Wood

View on SEC IAPD

More in Citrus Heights, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor