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Gregory Gudz

Strategic Advisers LLC

Millville, MA

Providence, RI

CRD 7895540

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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
MA RA APPROVED 2025-03-31
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Millville, MA • United States

10 Memorial Boulevard, Providence, RI 02903-1160 • 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
At&T Ma MA 10/2001 09/2023
Woonsocket High School Ri RI 05/2020 Present
Fidelity Investments Providence RI 03/2024 Present
Unemployed - MA 09/2023 03/2024
Fidelity Investments Boston MA 03/2025 Present
  • 10/2001 → 09/2023
    At&T
    Ma, MA
  • 05/2020 → Present
    Woonsocket High School
    Ri, RI
  • 03/2024 → Present
    Fidelity Investments
    Providence, RI
  • 09/2023 → 03/2024
    Unemployed
    -, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Providence, RI
    Millville, MA
Other Businesses

OBA-111705|OrgNmn:Woonsocket High School|Org Addr:Woonsocket,Rhode Isla,US|OBA Nature:Coaching volleyball|Invst Rel:N|Title:Head coach Girls/Boys Volleball|Duties:Coaching|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-23
  • S66 Uniform Combined State Law Examination
    2024-07-23
Other Names
  • Greg Gudz

View on SEC IAPD

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