Christopher Grado

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

553 Munras Ave, Monterey, CA 93940-3004 • United States

Marina, CA • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	10/2018	06/2021
At&T	Framingham	MA	11/2006	07/2018
Fidelity Investments	Monterey	CA	06/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2018 → 06/2021

Edward Jones

St Louis, MO
11/2006 → 07/2018

At&T

Framingham, MA
06/2021 → Present

Fidelity Investments

Monterey, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-07-26 → 2025-03-31

Fidelity Personal And Workplace Advisors

Monterey, CA
2018-12-14 → 2021-06-02

Edward Jones

Salinas, CA

Salinas, CA

St Louis, MO

Carmel, CA

Salinas, CA

Monterey, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-12-13

S66 Uniform Combined State Law Examination

2018-12-13

Other Names

Christopher Ryan Grado

View on SEC IAPD

Other Firms

COMMONWEALTH FINANCIAL NETWORK

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

FIRST COMMAND ADVISORY SERVICES

MODERN WEALTH MANAGEMENT, LLC

DEL MONTE CAPITAL, INC.

THREE SHEEP WEALTH MANAGEMENT, LLC

Other Investors

CHRISTINA LEIGH JENKINS

MARIAN MARTIN DEERING

SCOTT F FOSMARK

LAURENCE CHRISTIAN SORENSEN WALKER

Vlada Trostyanskaya

Ashley Nicole Denemark

JASON MICHAEL GORDO

Other Offices

COMMONWEALTH FINANCIAL NETWORK · Monterey, CA

EDWARD JONES · Monterey, CA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Monterey, CA

FIRST COMMAND ADVISORY SERVICES · Monterey, CA

MODERN WEALTH MANAGEMENT, LLC · MONTEREY, CA

DEL MONTE CAPITAL, INC. · MONTEREY, CA

MORGAN STANLEY · Monterey, CA

THREE SHEEP WEALTH MANAGEMENT, LLC · MONTEREY, CA

More in Monterey, CA

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