Philip Granucci
Investment adviser representative at Strategic Advisers LLC
15 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
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2021 to now
- Pompilios PizzeriaSep 2020 to Jul 2021
- Mangiamos PizzeriaAug 2020 to Feb 2021
- Merrill LynchJun 2020 to Aug 2020
- F45Jan 2020 to Jun 2020
- UBSJan 2020 to Mar 2020
- Con EdisonSep 2019 to Jan 2020
- Nus ConsultingSep 2018 to Dec 2018
- Lincoln Financial GroupMay 2018 to Sep 2018
- Keller WilliamsFeb 2018 to Apr 2018
- Junction EducationJan 2018 to Sep 2018
- Mercy CollegeSep 2017 to May 2021
- Casa Maselli IiApr 2016 to Feb 2020
- Emerson Jr Sr High SchoolJul 2011 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 6949672
- Firm CRD
- 104555