Owen Grady
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Owen Grady? Claim your profile
Contact this firm
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 2023 to now
- UnemployedJan 2023 to Mar 2023
- Apogem CapitalJun 2022 to Aug 2022
- Univeristy of RichmondNov 2021 to Nov 2021
- University of RichmondAug 2021 to Dec 2022
- Apogem CapitalJun 2021 to Aug 2021
- Blue Raven SolarJan 2021 to Apr 2021
- New York Life InvestmentsJun 2019 to Aug 2019
- University of RichmondAug 2018 to Dec 2020
- Freedom Boat ClubJun 2018 to Aug 2018
- Freedom Boat ClubJun 2017 to Aug 2017
- Belmont Hill SchoolApr 2013 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7726301
- Firm CRD
- 104555