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Greyson Peter Reitmeier

Investment adviser representative at Strategic Advisers LLC
9 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

9 years in the industry.

  1. Strategic Advisers LLCNov 2025 to now
  2. Fidelity InvestmentsAug 2024 to now
  3. Self EmployedJun 2024 to Jun 2024
  4. UnemployedApr 2024 to Aug 2024
  5. Clifton Larsen AllenFeb 2024 to Apr 2024
  6. UnemployedNov 2023 to Feb 2024
  7. Fidelity Investment CanadaSep 2021 to Nov 2023
  8. UnemployedApr 2020 to Sep 2021
  9. Ocuglass LLCMar 2020 to Apr 2020
  10. Michigan Technological UniversitySep 2017 to May 2021
  11. UnemployedJul 2017 to Jan 2020
  12. Box Lake Lumber|May 2015 to Jul 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (NC, 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
7979536
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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