Terence Robert Gross
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2024 to now
- RBC Capital Markets, LLCSep 2020 to Jan 2024
- J.P. Morgan Securities LLCMay 2019 to Sep 2020
- JPMorgan Chase Bank, N.A.May 2019 to Sep 2020
- UnemployedJan 2019 to May 2019
- Estolano Lesar AdvisorsApr 2018 to Dec 2018
- The Rand CorporationAug 2017 to Apr 2018
- U.S Coast GuardMar 2016 to Jun 2018
- U.S. Army Corps of EngineersMar 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (MD, TX, VA).
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
- 7110360
- Firm CRD
- 104555