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Eugene C Garner

Strategic Advisers LLC

Celebration, FL

CRD 7385379

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Celebration, FL • 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
Securian Financial Services Inc St Paul MN 06/2021 02/2022
Minnesota Life Insurance Co St Paul MN 06/2021 02/2022
Evershore Financial Group Maitland FL 06/2021 02/2022
Orlando School Of Music Orlando FL 08/2020 03/2022
Orange County Public Schools Orlando FL 02/2021 05/2021
Baltimore Curriculum Project Balitmore MD 06/2017 06/2020
Baltimore City Public Schools Baltimore MD 08/2015 06/2017
Woodwind Lessons Windermere FL 04/2012 03/2022
Fidelity Investments Windermere FL 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → 02/2022
    Securian Financial Services Inc
    St Paul, MN
  • 06/2021 → 02/2022
    Minnesota Life Insurance Co
    St Paul, MN
  • 06/2021 → 02/2022
    Evershore Financial Group
    Maitland, FL
  • 08/2020 → 03/2022
    Orlando School Of Music
    Orlando, FL
  • 02/2021 → 05/2021
    Orange County Public Schools
    Orlando, FL
  • 06/2017 → 06/2020
    Baltimore Curriculum Project
    Balitmore, MD
  • 08/2015 → 06/2017
    Baltimore City Public Schools
    Baltimore, MD
  • 04/2012 → 03/2022
    Woodwind Lessons
    Windermere, FL
  • 03/2022 → Present
    Fidelity Investments
    Windermere, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Windermere, FL
    Jacksonville, FL
  • 2021-08-13 → 2022-02-02
    Securian Financial Services, Inc.
    Maitland, FL
Other Businesses

OBA-67242|OrgNmn:Woodwind Lessons|Org Addr:Celebratio,Florida,US|OBA Nature:Private lessons|Invst Rel:N|Title:Sole Proprietor|Duties:Teach lessons|StrtDt:03-07-22|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-19
  • S66 Uniform Combined State Law Examination
    2021-07-19
Other Names
  • Eugene Charles Garner

View on SEC IAPD

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