Grant Anderson Garrett

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

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

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Lantana, TX • 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 Investments	Westlake	TX	09/2011	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Unemployed	Lantana	TX	12/2020	02/2021
Fidelity Investments	Boston	MA	03/2025	Present

09/2011 → Present

Fidelity Investments

Westlake, TX
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
12/2020 → 02/2021

Unemployed

Lantana, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-04-02 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX

Lantana, TX
2018-07-13 → 2020-12-16

Fidelity Personal And Workplace Advisors

Boston, MA
2015-01-28 → 2018-07-13

Strategic Advisers Llc

Westlake, TX

Other Businesses

OBA-90142|OrgNmn:University of North Texas|Org Addr:Denton,Texas,US|OBA Nature:Education|Invst Rel:Y|Title:Adjunct Faculty|Duties:Teaching Life Insurance course|StrtDt:08-29-22|TotHrs/mon:12|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-08-04
S63	Uniform Securities Agent State Law Examination	2012-01-06

S66 Uniform Combined State Law Examination

2026-08-04
S63 Uniform Securities Agent State Law Examination

2012-01-06

Designations

Other Names

Grant Anderson Lee Garrett
Grant Garrett

View on SEC IAPD

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