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John Michael Gregory

Strategic Advisers LLC

Ft. Lauderdale, FL

Fort Lauderdale, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

450 N Federal Hwy Suite 200 / 300, Ft. Lauderdale, FL 33301-1122 • United States

Fort Lauderdale, 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
Fidelity Investments Ft. Lauderdale FL 01/2023 Present
Amherst Holdings Austin TX 02/2022 11/2022
Freedom Mortgage Boca Raton FL 08/2020 02/2022
Asset Living Tallahassee FL 05/2019 08/2022
For The Table Hospitality Tallahassee FL 07/2018 07/2019
Florida State University Housing Tallahassee FL 05/2018 07/2018
Delta Zeta Sorority Tallahassee FL 09/2018 11/2018
Sigma Delta Tau Sorority Tallahassee FL 09/2017 02/2018
Florida State University Tallahassee FL 08/2016 05/2020
The Wow Factory Coconut Creek FL 01/2015 12/2017
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → Present
    Fidelity Investments
    Ft. Lauderdale, FL
  • 02/2022 → 11/2022
    Amherst Holdings
    Austin, TX
  • 08/2020 → 02/2022
    Freedom Mortgage
    Boca Raton, FL
  • 05/2019 → 08/2022
    Asset Living
    Tallahassee, FL
  • 07/2018 → 07/2019
    For The Table Hospitality
    Tallahassee, FL
  • 05/2018 → 07/2018
    Florida State University Housing
    Tallahassee, FL
  • 09/2018 → 11/2018
    Delta Zeta Sorority
    Tallahassee, FL
  • 09/2017 → 02/2018
    Sigma Delta Tau Sorority
    Tallahassee, FL
  • 08/2016 → 05/2020
    Florida State University
    Tallahassee, FL
  • 01/2015 → 12/2017
    The Wow Factory
    Coconut Creek, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Ft. Lauderdale, FL
Other Businesses

OBA-114556|OrgNmn:EDBGJ Holdings|Org Addr:Fort Laude,Florida,US|OBA Nature:Rehearsal Space|Invst Rel:N|Title:Member|Duties:Upfront investment, occasional maintenance and upkeep |StrtDt:12-01-24|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-10
  • S66 Uniform Combined State Law Examination
    2023-08-10

View on SEC IAPD

Other Firms

KOVACK ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIRST CITIZENS INVESTOR SERVICES, INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
FINANCIAL PLANNING SERVICES, INC.

Other Investors

DARRIN ROBERT HALSEY
LINDELL G DOUGLAS
MELINDA CHERISE MEACHAM
MATTHEW DAVID OSBORN
Danny Young
RINALDO DIAZ-FLORES
Konstantin Chrenow
Dorota J Gilbert

Other Offices

KOVACK ADVISORS, INC. · FT. LAUDERDALE, FL
KOVACK ADVISORS, INC. · Fort Lauderdale, FL
KOVACK ADVISORS, INC. · Fort Lauderdal, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fort Lauderdale, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fort Lauderdale, FL
FIRST CITIZENS INVESTOR SERVICES, INC. · Ft Lauderdale, FL
J.P. MORGAN SECURITIES LLC · POMPANO BEACH, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Lauderdale, FL

More in Ft. Lauderdale, FL

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