Orantes Grant
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2022 to now
- J.P. Morgan Securities LLCSep 2019 to Sep 2022
- JPMorgan Chase Bank N.A.Sep 2019 to Sep 2022
- Trademark Capital Management, IncAug 2018 to Oct 2019
- Trademark Sports ManagementAug 2018 to Sep 2019
- Hightower BuffaloMay 2017 to Aug 2018
- Hightower Securities, LLCApr 2017 to Aug 2018
- National Wealth Management LLCApr 2014 to May 2018
- Wells Fargo Advisors Financial Network, LLCApr 2014 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5701157
- Firm CRD
- 104555