Edward L. Gray

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

• 09/2001 → 02/2018
  Scottrade
  Columbia, MD
• 03/2018 → 01/2021
  Td Ameritrade, Inc.
  Columbia, MD
• 03/2018 → 01/2021
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 03/2021 → 07/2021
  T. Rowe Price Investment Services, Inc.
  Baltimore, MD
• 07/2021 → Present
  Fidelity Investments
  Columbia, MD
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-08-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY
  Columbia, MD
• 2021-04-07 → 2021-07-19
  T. Rowe Price Advisory Services, Inc.
  Owings Mills, MD
• 2018-03-05 → 2021-01-11
  Td Ameritrade, Inc.
  Columbia, MD
• 2018-02-26 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Columbia, MD
• 2017-06-20 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-02-16
• S63 Uniform Securities Agent State Law Examination
  1991-04-01

Other Names

• Edward Leroy Gary
• Edward Leroy Gray
• Edward Leroy Gray