Quinn Gruber

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

• 04/2019 → 08/2021
  Edward Jones
  St Louis, MO
• 03/2016 → 02/2019
  Teamworks Innovations, Inc.
  Durham, NC
• 09/2021 → 09/2022
  First Citizens Investor Services
  Raleigh, NC
• 03/2022 → 03/2022
  First Citizens Asset Management
  Raleigh, NC
• 09/2022 → Present
  Fidelity Investments
  Durham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC
• 2021-09-15 → 2022-09-07
  First Citizens Investor Services, Inc.
  Raleigh, NC
• 2022-03-23 → 2022-03-28
  First Citizens Asset Management, Inc
  Raleigh, NC
• 2019-07-19 → 2021-08-13
  Edward Jones
  Raleigh, NC
  St Louis, MO
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2019-07-18

Other Names

• Quinn M Gruber
• Quinn Michael Gruber
• Quinn Gruber