Grant Michael Gardula
Investment adviser representative at Strategic Advisers LLC
17 yearsExperience
3 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
17 years in the industry.
- Strategic Advisers LLCFeb 2026 to now
- Fidelity InvestmentsOct 2024 to now
- UnemployedAug 2024 to Oct 2024
- Kettlebrook Golf ClubJun 2024 to Aug 2024
- CvsJun 2023 to Aug 2023
- Zephyr RugsFeb 2023 to Jul 2024
- Sunset PizzaFeb 2022 to May 2022
- Shaws Grocery StoresJun 2018 to Jun 2023
- StudentNov 2017 to Jun 2018
- Spirit HalloweenJul 2017 to Nov 2017
- StudentMay 2007 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 8004445
- Firm CRD
- 104555