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Brendan Gray

Strategic Advisers LLC

Burlington, MA

Smithfield, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-08-24
RI RA APPROVED 2026-08-20
TX RA APPROVED 2026-08-20
  • MA RA
    APPROVED
    Since 2026-08-24
  • RI RA
    APPROVED
    Since 2026-08-20
  • TX RA
    APPROVED
    Since 2026-08-20

Branch Locations

Burlington, MA • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Unemployed Burlington MA 04/2016 06/2019
Burlington Parks And Recreation Department Burlington MA 06/2021 09/2024
Greater Boston Ymca Waltham MA 08/2025 04/2026
Wincap Financial Boston MA 05/2025 08/2025
Lifetime Corporation Burlington MA 07/2020 06/2026
Burlington Swim And Tennis Club Burlington MA 06/2019 09/2019
Allied Universal Watertown MA 09/2025 09/2025
Unemployed Burlington MA 09/2019 07/2021
Fidelity Investments Smithfield RI 06/2026 Present
Bentley University Waltham MA 08/2023 05/2026
  • 04/2016 → 06/2019
    Unemployed
    Burlington, MA
  • 06/2021 → 09/2024
    Burlington Parks And Recreation Department
    Burlington, MA
  • 08/2025 → 04/2026
    Greater Boston Ymca
    Waltham, MA
  • 05/2025 → 08/2025
    Wincap Financial
    Boston, MA
  • 07/2020 → 06/2026
    Lifetime Corporation
    Burlington, MA
  • 06/2019 → 09/2019
    Burlington Swim And Tennis Club
    Burlington, MA
  • 09/2025 → 09/2025
    Allied Universal
    Watertown, MA
  • 09/2019 → 07/2021
    Unemployed
    Burlington, MA
  • 06/2026 → Present
    Fidelity Investments
    Smithfield, RI
  • 08/2023 → 05/2026
    Bentley University
    Waltham, MA
Other Businesses

OBA-131468|OrgNmn:Lifetime Inc|Org Addr:Burlington,Massachuse,US|OBA Nature:Part time lifeguard position t|Invst Rel:N|Title:Employee|Duties:Minimal lifeguard shifts (less than 10 hours per month), to retain gym membership.|StrtDt:08-01-21|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-04-04
S65 Uniform Investment Adviser Law Examination 2026-02-26
  • S63 Uniform Securities Agent State Law Examination
    2026-04-04
  • S65 Uniform Investment Adviser Law Examination
    2026-02-26

View on SEC IAPD

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