Graydon Wood
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
12 years in the industry.
- Strategic Advisers LLCApr 2025 to now
- Fidelity InvestmentsFeb 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to Feb 2025
- EquitableApr 2021 to Aug 2022
- Equitable Advisors, LLCApr 2021 to Aug 2022
- UnemployedSep 2020 to Apr 2021
- ClearlinkDec 2017 to Aug 2020
- Safehaven HealthcareMay 2017 to Dec 2024
- UnemployedJan 2017 to May 2017
- Full Time Church Service Volunteer MissionaryDec 2014 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7358014
- Firm CRD
- 104555