Spencer Grayson Drennan

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

• 06/2022 → Present
  Fidelity Investments
  San Fransisco, CA
• 08/2021 → 06/2022
  Texas Christian University
  Fort Worth, TX
• 06/2021 → 08/2021
  Fidelity Investments
  San Francisco, CA
• 08/2020 → 06/2021
  Texas Christian University
  Forth Worth, TX
• 08/2019 → 08/2020
  Texas Christian University
  Fort Worth, TX
• 06/2019 → 08/2019
  Town Of Moraga
  Moraga, CA
• 06/2018 → 06/2019
  Texas Christian University
  Fort Worth, TX
• 06/2017 → 06/2018
  Moraga School District
  Moraga, CA
• 08/2016 → 01/2017
  Mol Football
  Moraga, CA
• 01/2017 → 08/2017
  Campolindo Highschool
  Moraga, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-07-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-10
• S63 Uniform Securities Agent State Law Examination
  2022-12-13

Other Names

• Spencer G Drennan
• Spencer Grayson Drennan