Greyson Huff

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Southlake, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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

Organization	City	State	From	To
Unemployed	Southlake	TX	05/2022	02/2023
Fidelity Investments	Westlake	TX	02/2023	Present
University Of Oklahoma	Norman	OK	08/2015	05/2022
Fidelity Investments	Boston	MA	03/2025	Present

05/2022 → 02/2023

Unemployed

Southlake, TX
02/2023 → Present

Fidelity Investments

Westlake, TX
08/2015 → 05/2022

University Of Oklahoma

Norman, OK
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-06-07 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-06-04
S63	Uniform Securities Agent State Law Examination	2023-06-20

S66 Uniform Combined State Law Examination

2024-06-04
S63 Uniform Securities Agent State Law Examination

2023-06-20

Other Names

Greyson Patrick Lawrence Huff
Greyson Huff

View on SEC IAPD

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