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Richard Gregory Lagasse

Strategic Advisers LLC

Bowling Green, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Bowling Green, VA • 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
Multi-Bank Securities, Inc. Southfield MI 10/2015 01/2017
Scottrade, Inc. Richmond VA 02/2017 02/2018
Td Ameritrade, Inc. Midlothian VA 02/2018 01/2021
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 12/2020
Unemployed Bowling Green VA 01/2021 04/2021
Ameriprise Financial Services, Llc Glen Allen VA 05/2021 05/2021
Fidelity Investments Bowling Green VA 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2015 → 01/2017
    Multi-Bank Securities, Inc.
    Southfield, MI
  • 02/2017 → 02/2018
    Scottrade, Inc.
    Richmond, VA
  • 02/2018 → 01/2021
    Td Ameritrade, Inc.
    Midlothian, VA
  • 02/2018 → 12/2020
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 01/2021 → 04/2021
    Unemployed
    Bowling Green, VA
  • 05/2021 → 05/2021
    Glen Allen, VA
  • 06/2021 → Present
    Fidelity Investments
    Bowling Green, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bowling Green, VA
  • 2021-05-05 → 2021-05-25
    Glen Allen, VA
  • 2018-04-16 → 2021-01-11
    Td Ameritrade, Inc.
    Midlothian, VA
    Glen Allen, VA
  • 2018-02-26 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Midlothian, VA
    Glen Allen, VA
  • 2017-04-10 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
  • 2013-01-02 → 2013-03-04
    Bb&T Securities, Llc
    Richmond, VA
  • 2010-07-19 → 2013-01-02
    Scott & Stringfellow, Llc
    Richmond, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-10
S65 Uniform Investment Adviser Law Examination 2010-06-03
S63 Uniform Securities Agent State Law Examination 2008-04-22
  • S66 Uniform Combined State Law Examination
    2017-04-10
  • S65 Uniform Investment Adviser Law Examination
    2010-06-03
  • S63 Uniform Securities Agent State Law Examination
    2008-04-22
Designations
Other Names
  • Greg Lagasse
  • Richard Gregory Lagasse
  • Richard Greg Lagasse
  • Richard G Lagasse

View on SEC IAPD

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