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Dennis Gur

Strategic Advisers LLC

Lake Grove, NY

Middle Island, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

142 New Moriches Road, Lake Grove, NY 11755-1300 • United States

Middle Island, NY • 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
Carmatch Ny Bayshore NY 09/2014 05/2021
Canoga Wealth Chester CT 08/2021 02/2022
Unemployed Farmingdale NY 05/2021 08/2021
Lpl Financial Llc Chester CT 08/2021 02/2022
Unemployed Farmingdale NY 02/2022 03/2022
Fidelity Investments Lake Grove NY 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → 05/2021
    Carmatch Ny
    Bayshore, NY
  • 08/2021 → 02/2022
    Canoga Wealth
    Chester, CT
  • 05/2021 → 08/2021
    Unemployed
    Farmingdale, NY
  • 08/2021 → 02/2022
    Lpl Financial Llc
    Chester, CT
  • 02/2022 → 03/2022
    Unemployed
    Farmingdale, NY
  • 03/2022 → Present
    Fidelity Investments
    Lake Grove, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lake Grove, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-16
  • S66 Uniform Combined State Law Examination
    2022-01-16

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
CHARLES SCHWAB & CO., INC.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
EDWARD JONES
PENSION FUND EVALUATIONS, INC.
OSAIC WEALTH, INC.

Other Investors

JAMES RYAN ROSELLE
Stephen Carey
Danielle M DeMarco
Brett M. Heyder
Gregory Napolitano
Peter Steven Donahue
Nicholas Milvid
Brandon L DeRamo

Other Offices

J.P. MORGAN SECURITIES LLC · LAKE GROVE, NY
CHARLES SCHWAB & CO., INC. · Lake Grove, NY
WELLS FARGO CLEARING SERVICES, LLC · LAKE GROVE, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAKE GROVE, NY
LPL FINANCIAL LLC · NESCONSET, NY
EDWARD JONES · ST JAMES, NY
PENSION FUND EVALUATIONS, INC. · CENTEREACH, NY
LPL FINANCIAL LLC · SMITHTOWN, NY

More in Lake Grove, NY

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