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Brent J Greisinger

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

CRD 8152036

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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 2026-01-09
TX RA APPROVED 2026-01-06
  • FL RA
    APPROVED
    Since 2026-01-09
  • TX RA
    APPROVED
    Since 2026-01-06

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
Kaleris Jacksonville FL 09/2020 11/2024
Wabtec Jacksonille FL 02/2019 09/2020
Fidelity Investments Jacksonville FL 08/2025 Present
Unemployed Jacksonville FL 11/2024 08/2025
Ge Transportation Jacksonville FL 08/2016 02/2019
  • 09/2020 → 11/2024
    Kaleris
    Jacksonville, FL
  • 02/2019 → 09/2020
    Wabtec
    Jacksonille, FL
  • 08/2025 → Present
    Fidelity Investments
    Jacksonville, FL
  • 11/2024 → 08/2025
    Unemployed
    Jacksonville, FL
  • 08/2016 → 02/2019
    Ge Transportation
    Jacksonville, FL
Other Businesses

OBA-122727|OrgNmn:Season Tickets|Org Addr:Jacksonvil,Florida,US|OBA Nature:I own season tickets to the Gr|Invst Rel:N|Title:Ticket seller|Duties:I list a set of 4 tickets on the NFL ticket exchange for Packers home games. I update prices based on demand.|StrtDt:08-01-25|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-22
  • S66 Uniform Combined State Law Examination
    2025-12-22
Other Names
  • Brent Greisinger

View on SEC IAPD

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