Best Investors Account Sign in

Gregory T. Osselaer

Strategic Advisers LLC

Phoenix, AZ

Scottsdale, AZ

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-13
AZ RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-03-13
  • AZ RA
    APPROVED
    Since 2025-03-31

Branch Locations

Phoenix, AZ • United States

7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • 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
Friendly Pines Camp Prescott AZ 05/2021 08/2021
Friendly Pines Camp Prescott AZ 05/2022 08/2022
Unemployed Phoenix AZ 08/2019 05/2021
Unemployed Phoenix AZ 08/2021 05/2022
Phoenix Rising Fc Tempe AZ 09/2017 08/2018
Atlas Capital Llc Scottsdale AZ 05/2019 08/2019
Unemployed Phoenix AZ 03/2014 09/2017
Fidelity Investments Scottsdale AZ 04/2024 Present
Unemployed Phoenix AZ 09/2023 04/2024
Self-Employed Phoenix AZ 09/2020 09/2023
Unemployed Phoenix AZ 08/2022 05/2023
Unemployed Phoenix AZ 08/2018 05/2019
Friendly Pines Camp Prescott AZ 05/2023 08/2023
Fidelity Investments Boston MA 03/2025 Present
  • 05/2021 → 08/2021
    Friendly Pines Camp
    Prescott, AZ
  • 05/2022 → 08/2022
    Friendly Pines Camp
    Prescott, AZ
  • 08/2019 → 05/2021
    Unemployed
    Phoenix, AZ
  • 08/2021 → 05/2022
    Unemployed
    Phoenix, AZ
  • 09/2017 → 08/2018
    Phoenix Rising Fc
    Tempe, AZ
  • 05/2019 → 08/2019
    Atlas Capital Llc
    Scottsdale, AZ
  • 03/2014 → 09/2017
    Unemployed
    Phoenix, AZ
  • 04/2024 → Present
    Fidelity Investments
    Scottsdale, AZ
  • 09/2023 → 04/2024
    Unemployed
    Phoenix, AZ
  • 09/2020 → 09/2023
    Self-Employed
    Phoenix, AZ
  • 08/2022 → 05/2023
    Unemployed
    Phoenix, AZ
  • 08/2018 → 05/2019
    Unemployed
    Phoenix, AZ
  • 05/2023 → 08/2023
    Friendly Pines Camp
    Prescott, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Phoenix, AZ
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-26
  • S66 Uniform Combined State Law Examination
    2024-10-26
Other Names
  • Gregory T Osselaer
  • Gregory Osselaer

View on SEC IAPD

More in Phoenix, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor