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Owen Grady

Strategic Advisers LLC

Arlington, VA

Tysons Corner, 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 2025-03-31
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Arlington, VA • United States

1861 International Dr Suite 100, Tysons Corner, VA 22102-4410 • 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
New York Life Investments New York NY 06/2019 08/2019
Apogem Capital Richmond VA 06/2021 08/2021
Blue Raven Solar Orem UT 01/2021 04/2021
Univeristy Of Richmond Richmond VA 11/2021 11/2021
Apogem Capital Richmond VA 06/2022 08/2022
Belmont Hill School Belmont MA 04/2013 06/2018
University Of Richmond Richmond VA 08/2018 12/2020
University Of Richmond Richmond VA 08/2021 12/2022
Fidelity Investments Westwood MA 04/2023 Present
Freedom Boat Club East Falmouth MA 06/2017 08/2017
Freedom Boat Club East Falmouth MA 06/2018 08/2018
Unemployed Westwood MA 01/2023 03/2023
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 08/2019
    New York Life Investments
    New York, NY
  • 06/2021 → 08/2021
    Apogem Capital
    Richmond, VA
  • 01/2021 → 04/2021
    Blue Raven Solar
    Orem, UT
  • 11/2021 → 11/2021
    Univeristy Of Richmond
    Richmond, VA
  • 06/2022 → 08/2022
    Apogem Capital
    Richmond, VA
  • 04/2013 → 06/2018
    Belmont Hill School
    Belmont, MA
  • 08/2018 → 12/2020
    University Of Richmond
    Richmond, VA
  • 08/2021 → 12/2022
    University Of Richmond
    Richmond, VA
  • 04/2023 → Present
    Fidelity Investments
    Westwood, MA
  • 06/2017 → 08/2017
    Freedom Boat Club
    East Falmouth, MA
  • 06/2018 → 08/2018
    Freedom Boat Club
    East Falmouth, MA
  • 01/2023 → 03/2023
    Unemployed
    Westwood, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tysons Corner, VA
    Arlington, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-24
  • S66 Uniform Combined State Law Examination
    2023-07-24

View on SEC IAPD

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