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Grace Stoddard

Strategic Advisers LLC

Oak Brook, IL

Chicago, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1415 W 22Nd St Oak Brook Reg Twr Stes 100 & 900, Oak Brook, IL 60523-8416 • United States

Chicago, IL • 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 Investments Westlake TX 01/2022 Present
Unemployed Medfield MA 10/2021 01/2022
Goosehead Insurance Westlake MA 07/2021 10/2021
Unemployed Medfield MA 05/2021 07/2021
Miami University Oxford OH 08/2020 05/2021
Everbridge Burlington MA 06/2020 01/2021
Miami University Oxford OH 01/2020 05/2020
Ies Abroad Barcelona 08/2019 12/2019
Murstein Family Needham MA 06/2019 08/2019
Miami University Oxford OH 08/2018 05/2019
Tenacre Summer Day Camp Wellesley MA 06/2018 08/2018
Miami University Oxford OH 08/2017 05/2018
Lifetime Fitness Westwood MA 06/2015 08/2017
Newton Country Day School Newton MA 09/2016 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 01/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 10/2021 → 01/2022
    Unemployed
    Medfield, MA
  • 07/2021 → 10/2021
    Goosehead Insurance
    Westlake, MA
  • 05/2021 → 07/2021
    Unemployed
    Medfield, MA
  • 08/2020 → 05/2021
    Miami University
    Oxford, OH
  • 06/2020 → 01/2021
    Everbridge
    Burlington, MA
  • 01/2020 → 05/2020
    Miami University
    Oxford, OH
  • 08/2019 → 12/2019
    Ies Abroad
    Barcelona
  • 06/2019 → 08/2019
    Murstein Family
    Needham, MA
  • 08/2018 → 05/2019
    Miami University
    Oxford, OH
  • 06/2018 → 08/2018
    Tenacre Summer Day Camp
    Wellesley, MA
  • 08/2017 → 05/2018
    Miami University
    Oxford, OH
  • 06/2015 → 08/2017
    Lifetime Fitness
    Westwood, MA
  • 09/2016 → 06/2017
    Newton Country Day School
    Newton, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Oak Brook, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-24
  • S66 Uniform Combined State Law Examination
    2023-03-24
Other Names
  • Grace Caroline Stoddard
  • Grace Stoddard

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · OAK BROOK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Oak Brook, IL
WEALTHQUEST CORPORATION · OAK BROOK, IL
ERGAWEALTH ADVISORS, INC. · OAK BROOK, IL
CETERA INVESTMENT ADVISERS LLC · OAK BROOK, IL
LPL FINANCIAL LLC · OAK BROOK, IL

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