Grant Mowrer

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

• 01/2019 → 03/2022
  Mutual Of Omaha
  Franklin, TN
• 04/2016 → 01/2019
  Unemployed
  Bowling Green, KY
• 09/2020 → 03/2022
  Mutual Of Omaha
  Franklin, TN
• 09/2020 → 03/2022
  Mutual Of Omaha Investor Services
  Franklin, TN
• 03/2022 → 08/2023
  Ameriprise Financial Services, Llc
  Franklin, TN
• 09/2023 → Present
  Fidelity Investments
  Thompson'S Station, TN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Thompson'S Station, TN
• 2022-03-29 → 2023-08-04
  Ameriprise Financial Services, Llc
  Franklin, TN
• 2020-10-13 → 2022-03-10
  Mutual Of Omaha Investor Services, Inc.
  Franklin, TN

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-08-15
• S65 Uniform Investment Adviser Law Examination
  2020-10-09

Other Names

• Grant Boyd Mowrer
• Grant Mowrer