Garrett Monroe Atchley

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2024 → 05/2025
  Key Investment Services, Llc
  Brooklyn, OH
• 08/2023 → 09/2024
  Keybank
  Littleton, CO
• 03/2021 → 05/2024
  Men's Wearhouse
  Allen, TX
• 06/2020 → 02/2021
  Mcdonalds
  Allen, TX
• 02/2014 → 06/2022
  Full Time Education
  Plano, TX
• 06/2025 → Present
  Fidelity Investments
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2025-11-07
• S63 Uniform Securities Agent State Law Examination
  2024-08-12

Other Names

• Garrett Atchley
• Garrett Monroe Atchley