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Gregory John Orenic

Strategic Advisers LLC

Sarasota, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Sarasota, FL • 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
First Command Advisory Services Fort Worth TX 07/2017 01/2018
Benjamin F Edwards & Co Sarasota FL 06/2019 07/2021
Unemployed Sarasota FL 08/2014 07/2017
Unemployed Sarasota FL 01/2018 06/2019
Un-Employed Sarasota FL 08/2021 09/2021
Fidelity Investments Sarasota FL 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2017 → 01/2018
    First Command Advisory Services
    Fort Worth, TX
  • 06/2019 → 07/2021
    Benjamin F Edwards & Co
    Sarasota, FL
  • 08/2014 → 07/2017
    Unemployed
    Sarasota, FL
  • 01/2018 → 06/2019
    Unemployed
    Sarasota, FL
  • 08/2021 → 09/2021
    Un-Employed
    Sarasota, FL
  • 09/2021 → Present
    Fidelity Investments
    Sarasota, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-06
S63 Uniform Securities Agent State Law Examination 1986-10-17
  • S66 Uniform Combined State Law Examination
    2021-12-06
  • S63 Uniform Securities Agent State Law Examination
    1986-10-17

View on SEC IAPD

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