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Gregory C Basillio

Strategic Advisers LLC

Sugar Land, TX

Sugar Land, TX

Houston, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Three Sugar Creek Center Boulevard Suite 100, Sugar Land, TX 77478 • United States

15600 Southwest Freeway, Sugar Land, TX 77478-3881 • United States

Houston, TX • 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
Fidelity Brokerage Services Llc Merrimack NH 03/2005 Present
Strategic Advisors Inc Merrimack NH 03/2005 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2005 → Present
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 03/2005 → Present
    Strategic Advisors Inc
    Merrimack, NH
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-26
S63 Uniform Securities Agent State Law Examination 1994-08-01
  • S65 Uniform Investment Adviser Law Examination
    1999-11-26
  • S63 Uniform Securities Agent State Law Examination
    1994-08-01
Other Names
  • Greg Basillio
  • Gregory Basillio
  • Gregory Christopher Basillio

View on SEC IAPD

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B.D. STERLING
SWEETWATER FINANCIAL ADVISORS, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC

Other Investors

BRANDON BAS CURTIS
Cody Alan Guyer
Keith Wayne Patterson
Muna Malik
WESLEY OWEN BALES
JAMES BRYANT HAWRYLUK
DAVID BRYAN TEEL
Mark Anthony Leifrig

Other Offices

LPL FINANCIAL LLC · SUGAR LAND, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Sugar Land, TX
LPL FINANCIAL LLC · SUGAR LAND, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SUGAR LAND, TX
WESLEY OWEN BALES INVESTMENT ADVISORY SERVICE · SUGAR LAND, TX
B.D. STERLING · SUGAR LAND, TX
LPL FINANCIAL LLC · SUGAR LAND, TX
SWEETWATER FINANCIAL ADVISORS, LLC · SUGAR LAND, TX

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