Gerald Ross Granick

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

• 12/2018 → Present
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 09/2015 → 11/2018
  Sweet Petes Candy
  Jacksonville, FL
• 08/2015 → 05/2017
  Florida State College At Jacksonville
  Jacksonville, FL
• 08/2017 → Present
  University Of North Florida
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-08-19 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2020-08-03
• S63 Uniform Securities Agent State Law Examination
  2019-03-08

Designations

• Certified Financial Planner

Other Names

• Gerald Ross Granick
• Ross Granick
• Gerald Granick