Greyson Peter Reitmeier

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

• 04/2024 → 06/2024
  Unemployed
  Madison, WI
• 01/2020 → 04/2020
  Michigan Technological University
  Houghton, MI
• 06/2024 → 06/2024
  Self Employed
  Madison, WI
• 03/2020 → 04/2020
  Ocuglass Llc
  Calumet, MI
• 09/2017 → 05/2021
  Michigan Technological University
  Houghton, MI
• 04/2020 → 09/2021
  Unemployed
  Houghton, MI
• 07/2017 → 07/2019
  Unemployed
  Houghton, MI
• 11/2023 → 02/2024
  Unemployed
  Madison, WI
• 06/2024 → 08/2024
  Unemployed
  Madison, WI
• 07/2019 → 07/2019
  Michigan Technological University
  Houghton, MI
• 02/2024 → 04/2024
  Clifton Larsen Allen
  Middleton, WI
• 07/2019 → 01/2020
  Unemployed
  Houghton, MI
• 09/2021 → 11/2023
  Fidelity Investment Canada
  Calgary
• 05/2015 → 07/2017
  Box Lake Lumber|
  Nakusp
• 08/2024 → Present
  Fidelity Investments
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2025-11-21
• S63 Uniform Securities Agent State Law Examination
  2024-10-25

Other Names

• Greyson Reitmeier