Gregory Christopher Gaffney

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → 06/2017
  Bancwest Investment Services
  San Francisco, CA
• 10/2013 → 06/2017
  Bank Of The West
  San Francisco, CA
• 07/2017 → 12/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated(7691)
  Menlo, CA
• 01/2019 → 08/2025
  Fidelity Brokerage Services Llc
  Campbell, CA
• 03/2025 → 11/2025
  Fidelity Investments
  Boston, MA
• 11/2025 → Present
  Strategic Advisers Llc
  Scottsdale, AZ
• 08/2025 → Present
  Fidelity Brokerage Services Llc
  Scottsdale, AZ

Previous Registrations

• 2019-02-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Campbell, CA
• 2018-07-19 → 2018-08-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Menlo Park, CA
  Pennington, NJ
• 2013-10-16 → 2017-07-26
  Bancwest Investment Services, Inc.
  San Francisco, CA
  San Jose, CA
  San Jose, CA
  San Jose, CA
  San Jose, CA
  Los Gatos, CA
  Palo Alto, CA
  Mountain View, CA
  Santa Clara, CA
  Los Altos, CA
  San Jose, CA
  Saratoga, CA
  San Jose, CA
  Sunnyvale, CA
  San Jose, CA
  San Jose, CA
  Campbell, CA
  Gilroy, CA
  San Jose, CA
  Cupertino, CA
  Milpitas, CA
  San Jose, CA
  Menlo Park, CA
  San Leandro, CA
  San Lorenzo, CA
  San Jose, CA
  Campbell, CA
  Hayward, CA
  Pleasanton, CA
  Sunnyvale, CA
  San Jose, CA
  Fremont, CA
  Morgan Hill, CA
  San Francisco, CA
  San Francisco, CA
  Santa Rosa, CA
  Napa, CA
  Sebastopol, CA
  Petaluma, CA
  San Francisco, CA
  Oakland, CA
  Daly City, CA
  Oakley, CA
  El Cerrito, CA
  Novato, CA
  Newark, CA
  San Leandro, CA
  San Mateo, CA
  Orinda, CA
  Oakland, CA
  Oakland, CA
  Berkeley, CA
  Concord, CA
  Antioch, CA
  Walnut Creek, CA
  San Francisco, CA
  Larkspur, CA
  Calistoga, CA
  Saint Helena, CA
  Sonoma, CA
  Brentwood, CA
  Healdsburg, CA
  Rohnert Park, CA
  Forestville, CA
  Petaluma, CA
  Santa Rosa, CA
  Danville, CA
  Pittsburg, CA
  Fairfield, CA
  Livermore, CA
  Burlingame, CA
  Vacaville, CA
  Vallejo, CA
  Benicia, CA
  Fairfield, CA
  Vallejo, CA
  Oakland, CA
  Oakland, CA
  Hayward, CA
  Union City, CA
  Fremont, CA
  Castro Valley, CA
  Oakland, CA
  San Francisco, CA
  Lafayette, CA
  San Ramon, CA
  Dublin, CA
  Pinole, CA
  Crockett, CA
  San Francisco, CA
  Napa, CA
  Antioch, CA
  Mill Valley, CA
  Walnut Creek, CA
  Sacramento, CA
  San Francisco, CA
  Monterey, CA
  South San Francisco, CA
  Daly City, CA
  San Ramon, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  Walnut Creek, CA
  Truckee, CA
  San Francisco, CA
  Redwood City, CA
  Portland, OR
  Capitola, CA
  Santa Cruz, CA
  Portland, OR
  Seattle, WA
  Tualatin, OR
  Chino, CA
  The Dalles, OR
  Lake Oswego, OR
  Beaverton, OR
  San Jose, CA
• 2011-08-30 → 2013-10-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Jose, CA
  San Jose, CA
  New York, NY
  San Jose, CA
  Sacramento, CA
• 2010-11-18 → 2011-08-26
  Hilltop Securities Inc.
  Dallas, TX
  San Francisco, CA
• 2009-10-06 → 2010-10-04
  Chase Investment Services Corp.
  Menlo Park, CA
• 2009-04-13 → 2009-09-16
  Edward Jones
  St Louis, MO
  Redwood City, CA
• 2006-06-15 → 2009-02-09
  Banc Of America Investment Services, Inc.
  Palo Alto, CA
• 1997-07-08 → 2006-06-27
  Morgan Stanley Dw Inc.
  Purchase, NY

Other Businesses

OBA-12315|OrgNmn:rental prop|Org Addr:Roseville,California,US|OBA Nature:real estate|Invst Rel:Y|Title:owner|Duties:zero|StrtDt:05-15-17|TotHrs/mon:1|TrdHrs/mon:0|OBA-12313|OrgNmn:rental property|Org Addr:Temecula,California,US|OBA Nature:real estate ownership and rent|Invst Rel:Y|Title:owner|Duties:zero|StrtDt:12-15-18|TotHrs/mon:1|TrdHrs/mon:0|OBA-12312|OrgNmn:rental property|Org Addr:San Jose,California,US|OBA Nature:single family residential home|Invst Rel:Y|Title:owner|Duties:zero|StrtDt:12-15-18|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-26
• S63 Uniform Securities Agent State Law Examination
  1996-07-19

Other Names

• Gregory Gaffney
• Gregory Christopher Gaffney
• Greg C Gaffney
• Greg C Gaffney
• Gregory C Gaffney
• Greg Gaffney
• Greg Christopher Gaffney