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Garet Lane Lagrange

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

CRD 8002392

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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:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-10
TX RA APPROVED 2026-07-02
  • FL RA
    APPROVED
    Since 2026-07-10
  • TX RA
    APPROVED
    Since 2026-07-02

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
University Of North Florida Jacksonville FL 05/2020 02/2025
A Duda & Sons Oviedo FL 05/2022 08/2023
Hagerty High School Oviedo FL 05/2016 05/2020
Kb Home Orlando FL 05/2024 08/2024
Fidelity Investments Jacksonville FL 02/2025 Present
  • 05/2020 → 02/2025
    University Of North Florida
    Jacksonville, FL
  • 05/2022 → 08/2023
    A Duda & Sons
    Oviedo, FL
  • 05/2016 → 05/2020
    Hagerty High School
    Oviedo, FL
  • 05/2024 → 08/2024
    Kb Home
    Orlando, FL
  • 02/2025 → Present
    Fidelity Investments
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-30
S63 Uniform Securities Agent State Law Examination 2025-05-14
  • S66 Uniform Combined State Law Examination
    2026-06-30
  • S63 Uniform Securities Agent State Law Examination
    2025-05-14
Other Names
  • Garet Lane Lagrange
  • Garet L La Grange

View on SEC IAPD

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