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Grant S. Gillan

Strategic Advisers LLC

New York City, NY

New York, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

165 Broadway, New York City, NY 10006-1404 • United States

New York, NY • 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 Greenwood Village CO 08/2022 Present
Greystar Management Denver CO 07/2021 08/2022
University Of Colorado Boulder Boulder CO 08/2017 05/2021
Sage Hospitality Llc: Embassy Suites Boulder Boulder CO 09/2018 03/2020
The Kitchen Cafe Llc Boulder CO 10/2017 12/2017
Blue Agave Llc Denver CO 11/2016 01/2017
Golden Hotel Management Llc Golden CO 09/2015 09/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2022 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 07/2021 → 08/2022
    Greystar Management
    Denver, CO
  • 08/2017 → 05/2021
    University Of Colorado Boulder
    Boulder, CO
  • 09/2018 → 03/2020
    Sage Hospitality Llc: Embassy Suites Boulder
    Boulder, CO
  • 10/2017 → 12/2017
    The Kitchen Cafe Llc
    Boulder, CO
  • 11/2016 → 01/2017
    Blue Agave Llc
    Denver, CO
  • 09/2015 → 09/2018
    Golden Hotel Management Llc
    Golden, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-26
  • S66 Uniform Combined State Law Examination
    2023-01-26
Other Names
  • Grant Samuel Gillan
  • Grant S Gillan

View on SEC IAPD

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NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · NEW YORK, NY
HIGHTOWER ADVISORS, LLC · New York, NY
CIBC PRIVATE WEALTH ADVISORS, INC. · New York, NY
GALLAGHER SECURITIES, INC · NEW YORK, NY
GALLAGHER FIDUCIARY ADVISORS, LLC · New York, NY
CIBC PRIVATE WEALTH ADVISORS, INC. · New York, NY

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