Grant Rodriguez
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCDec 2025 to now
- Fidelity InvestmentsOct 2025 to now
- Bank of America, N.A.Mar 2024 to Oct 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2024 to Oct 2025
- UBS Financial Services IncDec 2022 to Feb 2024
- ChaseOct 2019 to Dec 2022
- JP Morgan Chase & Co.Oct 2019 to Dec 2022
- Felician UniversityAug 2018 to Dec 2022
- Aldo GroupJun 2018 to Oct 2019
- Royal ManorApr 2017 to Aug 2017
- 'pseb (pacsun Eddie Bauer)Aug 2016 to Nov 2016
- Elmwood Park Memorial High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7660012
- Firm CRD
- 104555