Gregory T Gioe
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$1.4TFirm assets
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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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2022 to now
- Eagle Strategies LLCOct 2021 to Apr 2022
- Nylife Securities LLCApr 2021 to Apr 2022
- New York Life Insurance CoMar 2021 to Apr 2022
- Equitable Advisors, LLCDec 2020 to Mar 2021
- The College of Staten IslandSep 2019 to Dec 2020
- Allied UniversalJul 2019 to Feb 2021
- Monmouth UniversitySep 2017 to Jun 2019
- Susan E Wagner High SchoolSep 2013 to Aug 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7322400
- Firm CRD
- 104555