Gregory C Basillio

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

• 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

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Sugar Land, TX
  Houston, TX
  Sugar Land, TX
• 2005-05-04 → 2018-07-13
  Strategic Advisers Llc
  Merrimack, NH
  Sugar Land, TX
• 2000-02-23 → 2005-02-10
  Wells Fargo Clearing Services, Llc
  Nashua, NH

Exams

• 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