Gregory Lee Lemley

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

• 06/2018 → 08/2020
  Securian Financial Services Inc
  St Paul, MN
• 06/2018 → 08/2020
  Minnesota Life Insurance Co
  St Paul, MN
• 06/2018 → 08/2020
  Shoemaker Financial
  Bretnwood, TN
• 05/2018 → 06/2018
  Unemployed
  Brentwood, TN
• 12/2017 → 04/2018
  Lbmc Staffing Agency
  Brentwood, TN
• 07/2017 → 11/2017
  Addison Group
  Nashville, TN
• 01/2016 → 06/2017
  Sussman And Associates, P.C.
  Nashville, TN
• 08/2020 → 08/2022
  Fifth Third Bank
  Nashville, TN
• 08/2022 → Present
  Fidelity Investments
  Franklin, TN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Franklin, TN
• 2019-01-23 → 2020-09-08
  Securian Financial Services, Inc.
  Brentwood, TN

Exams

• S66 Uniform Combined State Law Examination
  2022-12-21