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Garrett Graham

Strategic Advisers LLC

Maitland, FL

CRD 7661155

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-07
TX RA APPROVED 2025-10-01
  • FL RA
    APPROVED
    Since 2025-10-07
  • TX RA
    APPROVED
    Since 2025-10-01

Branch Locations

Maitland, FL • 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
Publix Longwood FL 01/2021 11/2022
Atlantic Audit Services Llc Port Orange FL 01/2015 09/2016
Publix Ormond Beach FL 10/2016 01/2021
Charles Schwab & Co., Inc. Orlando FL 11/2022 09/2023
Unemployed Ormond Beach FL 09/2016 10/2016
Unemployed Ormond Beach FL 09/2023 03/2024
Fidelity Investments Charlotte NC 03/2024 Present
  • 01/2021 → 11/2022
    Publix
    Longwood, FL
  • 01/2015 → 09/2016
    Atlantic Audit Services Llc
    Port Orange, FL
  • 10/2016 → 01/2021
    Publix
    Ormond Beach, FL
  • 11/2022 → 09/2023
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 09/2016 → 10/2016
    Unemployed
    Ormond Beach, FL
  • 09/2023 → 03/2024
    Unemployed
    Ormond Beach, FL
  • 03/2024 → Present
    Fidelity Investments
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-29
S63 Uniform Securities Agent State Law Examination 2023-03-21
  • S66 Uniform Combined State Law Examination
    2025-09-29
  • S63 Uniform Securities Agent State Law Examination
    2023-03-21

View on SEC IAPD

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