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Megan S. Grehan

Strategic Advisers LLC

Rye, NY

Rye, NY

New York, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Rye, NY • United States

Rye, NY • United States

320 Park Avenue, New York, NY 10022-6815 • 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
Ubs Financial Services Inc. New York NY 08/2016 05/2020
Fidelity Brokerage Services New York NY 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 05/2020
    Ubs Financial Services Inc.
    New York, NY
  • 06/2020 → Present
    Fidelity Brokerage Services
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-06-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
  • 2020-05-13 → 2020-06-02
    Ubs Financial Services Inc.
    New York, NY
    Weehawken, NJ
Other Businesses

OBA-128119|OrgNmn:Sacred Heart Greenwich|Org Addr:Greenwich,New York,US|OBA Nature:Golf and Tennis Event Committe|Invst Rel:N|Title:Event Committee Member|Duties:provide guidance to school on best way to organize outing|StrtDt:03-23-26|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-26
S66 Uniform Combined State Law Examination 2016-10-20
  • S65 Uniform Investment Adviser Law Examination
    2022-01-26
  • S66 Uniform Combined State Law Examination
    2016-10-20
Other Names
  • Megan Susan Grehan
  • Megan S Grehan
  • Megan Grehan

View on SEC IAPD

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