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Gregory James Corcoran

Strategic Advisers LLC

Lake Grove, NY

Yaphank, 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
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Yaphank, 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
Cv Brokerage Inc Conshohocken PA 11/2018 04/2019
Sassanos Catering Paoli PA 12/2015 05/2018
Uber Philadelphia PA 10/2015 04/2017
Insignia Prime Steak Smithtown NY 01/2014 01/2017
Temple University Philadelphia PA 08/2015 12/2018
Susquehanna International Group, Llp Bala Cynwyd PA 04/2019 05/2021
E*Trade Securities Llc New York NY 06/2021 08/2023
E*Trade Capital Management Llc New York NY 06/2021 08/2023
Morgan Stanley New York NY 03/2023 08/2023
Fidelity Investments Lake Grove NY 08/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2018 → 04/2019
    Cv Brokerage Inc
    Conshohocken, PA
  • 12/2015 → 05/2018
    Sassanos Catering
    Paoli, PA
  • 10/2015 → 04/2017
    Uber
    Philadelphia, PA
  • 01/2014 → 01/2017
    Insignia Prime Steak
    Smithtown, NY
  • 08/2015 → 12/2018
    Temple University
    Philadelphia, PA
  • 04/2019 → 05/2021
    Susquehanna International Group, Llp
    Bala Cynwyd, PA
  • 06/2021 → 08/2023
    E*Trade Securities Llc
    New York, NY
  • 06/2021 → 08/2023
    E*Trade Capital Management Llc
    New York, NY
  • 03/2023 → 08/2023
    Morgan Stanley
    New York, NY
  • 08/2023 → Present
    Fidelity Investments
    Lake Grove, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lake Grove, NY
  • 2021-08-20 → 2023-08-14
    Harrisdirect Llc
    New York, NY
    Arlington, VA
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-20
  • S66 Uniform Combined State Law Examination
    2021-08-20
Other Names
  • Gregory James Corcoran
  • Gregory Corcoran
  • Gregory J Corcoran

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

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