Garret Stanley

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

• 07/2016 → 02/2017
  Command Performance Catering
  Moorpark, CA
• 06/2022 → 07/2024
  Enterprise Mobility
  Thousand Oaks, CA
• 05/2019 → 08/2019
  Taiga Mining Inc
  Anchorage, AK
• 06/2019 → 08/2019
  Conejo Rec & Park
  Moorpark, CA
• 08/2014 → 12/2017
  Moorpark High School
  Moorpark, CA
• 01/2018 → 03/2020
  Wood Ranch Bbq And Grill
  San Diego, CA
• 08/2024 → Present
  Fidelity Investments
  Thousand Oaks, CA
• 08/2018 → 06/2022
  San Diego State
  San Diego, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-01-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Moorpark, CA
  Thousand Oaks, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-12-11

Other Names

• Garret Stanley
• Garret Ryan Stanley