John Michael Gregory
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2023 to now
- Amherst HoldingsFeb 2022 to Nov 2022
- Freedom MortgageAug 2020 to Feb 2022
- Asset LivingMay 2019 to Aug 2022
- Delta Zeta SororitySep 2018 to Nov 2018
- For the Table HospitalityJul 2018 to Jul 2019
- Florida State University HousingMay 2018 to Jul 2018
- Sigma Delta Tau SororitySep 2017 to Feb 2018
- Florida State UniversityAug 2016 to May 2020
- The Wow FactoryJan 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7694218
- Firm CRD
- 104555