Brendan Gray
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCAug 2026 to now
- Fidelity InvestmentsJun 2026 to now
- Allied UniversalSep 2025 to Sep 2025
- Greater Boston YmcaAug 2025 to Apr 2026
- Wincap FinancialMay 2025 to Aug 2025
- Bentley UniversityAug 2023 to May 2026
- Burlington Parks and Recreation DepartmentJun 2021 to Sep 2024
- Lifetime CorporationJul 2020 to Jun 2026
- UnemployedSep 2019 to Jul 2021
- Burlington Swim and Tennis ClubJun 2019 to Sep 2019
- UnemployedApr 2016 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, 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
- 8306132
- Firm CRD
- 104555