Best Investors Account Sign in

Gregory Jason Dey

Strategic Advisers LLC

Westlake, TX

Arlington, TX

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-30
  • TX RA
    APPROVED
    Since 2025-10-30

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Arlington, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Longhorn Center Of Academic Equity Austin TX 05/2023 08/2023
San Miguel Management, Dba The Quarters On Campus Austin TX 04/2023 07/2024
Unemployed Arlington TX 06/2014 08/2020
The University Of Texas At Austin Austin TX 08/2020 05/2024
Fidelity Investments Westlake TX 07/2024 Present
  • 05/2023 → 08/2023
    Longhorn Center Of Academic Equity
    Austin, TX
  • 04/2023 → 07/2024
    San Miguel Management, Dba The Quarters On Campus
    Austin, TX
  • 06/2014 → 08/2020
    Unemployed
    Arlington, TX
  • 08/2020 → 05/2024
    The University Of Texas At Austin
    Austin, TX
  • 07/2024 → Present
    Fidelity Investments
    Westlake, TX
Other Businesses

OBA-111377|OrgNmn:N/A|Org Addr:Arlington,Texas,US|OBA Nature:Selling Plates|Invst Rel:N|Title:Cook|Duties:Prepping and cooking food|StrtDt:07-24-24|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-27
S63 Uniform Securities Agent State Law Examination 2024-11-01
  • S66 Uniform Combined State Law Examination
    2025-10-27
  • S63 Uniform Securities Agent State Law Examination
    2024-11-01
Other Names
  • Gregory J Dey
  • Gregory Dey

View on SEC IAPD

Other Firms

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor