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Adam Grenier

Strategic Advisers LLC

Cambridge, MA

Jamaica Plain, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

200 Technology Square, Cambridge, MA 02139-3578 • United States

Jamaica Plain, MA • 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 Investments Merrimack NH 07/2009 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2009 → Present
    Fidelity Investments
    Merrimack, NH
  • 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
  • 2012-03-21 → 2018-07-13
    Strategic Advisers Llc
    Boston, MA
    Cambridge, MA
    Cambridge, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-02-13
S63 Uniform Securities Agent State Law Examination 2004-02-27
  • S65 Uniform Investment Adviser Law Examination
    2012-02-13
  • S63 Uniform Securities Agent State Law Examination
    2004-02-27
Other Names
  • Adam Grenier
  • Adam Paul Grenier

View on SEC IAPD

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Other Offices

GENERAL CATALYST · CAMBRIDGE, MA
G20 CAPITAL MANAGEMENT, LLC · CAMBRIDGE, MA
GC WEALTH MANAGEMENT RIA, LLC · CAMBRIDGE, MA
CATALYST IMPACT PARTNERS CORP. · CAMBRIDGE, MA
EDULAB CAPITAL MANAGEMENT COMPANY, LLC · CAMBRIDGE, MA
KSI ADVISORS, LLC · CAMBRIDGE, MA
KENDALL INVESTMENTS, LLC · CAMBRIDGE, MA
VIRAJ CAPITAL, LLC · CAMBRIDGE, MA

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