Gregory Raso
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2021 to now
- UnemployedMay 2021 to Jul 2021
- The Moody Street Group LLCJun 2020 to Aug 2020
- Shore Point TechnologyJun 2019 to Sep 2019
- Shore Point TechnologyJul 2018 to Aug 2018
- Bentley UniversityAug 2017 to May 2021
- Shore Point TechnologyJul 2017 to Aug 2017
- North Andover High SchoolSep 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 7418700
- Firm CRD
- 104555