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Gregory Dupuy

Strategic Advisers LLC

Chalmette, LA

CRD 6888537

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Chalmette, LA • 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 Brokerage Services Llc Greenwood Village CO 12/2017 Present
Denver Health - Rmpdc Denver CO 08/2016 12/2017
Fidelity Investments Boston MA 03/2025 Present
  • 12/2017 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 08/2016 → 12/2017
    Denver Health - Rmpdc
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-03-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-12
S63 Uniform Securities Agent State Law Examination 2018-01-24
  • S66 Uniform Combined State Law Examination
    2018-10-12
  • S63 Uniform Securities Agent State Law Examination
    2018-01-24
Other Names
  • Greg Dupuy
  • Gregory Michael Dupuy
  • Gregory Dupuy

View on SEC IAPD

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