Andrew Grayson

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

• 01/2014 → 05/2021
  Metlife Securities Inc
  Elmsford, NY
• 07/2016 → 05/2021
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 05/2021
  Mml Investors Services, Llc
  Elmsford, NY
• 05/2021 → Present
  Fidelity Investments
  Haverstraw, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 2017-03-25 → 2021-05-11
  Mml Investors Services, Llc
  Elmsford, NY
• 2014-01-28 → 2017-03-25
  Msi Financial Services, Inc.
  Elmsford, NY
• 2012-05-14 → 2014-01-28
  Wells Fargo Clearing Services, Llc
  Dumont, NJ
  Spring Valley, NY
  Summit, NJ
  Englewood, NJ
  Monsey, NY
  Pomona, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-05-11
• S63 Uniform Securities Agent State Law Examination
  2004-12-15