Gregory James Corcoran
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered 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 InvestmentsAug 2023 to now
- Morgan StanleyMar 2023 to Aug 2023
- E*trade Capital Management LLCJun 2021 to Aug 2023
- E*trade Securities LLCJun 2021 to Aug 2023
- Susquehanna International Group, LLPApr 2019 to May 2021
- Cv Brokerage IncNov 2018 to Apr 2019
- Sassanos CateringDec 2015 to May 2018
- UberOct 2015 to Apr 2017
- Temple UniversityAug 2015 to Dec 2018
- Insignia Prime SteakJan 2014 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7045923
- Firm CRD
- 104555