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RIA / WealthAdvisor14 years in industry

TARA GRINHAM

Advisor at STRATEGIC ADVISERS LLC

FRAMINGHAM, MA | MILFORD, MA

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Search this name across graphsid dfx:ria:03852da0-3b96-8d64-2cb3-aa565ba48740

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 20, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 19, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Sep 19, 2011
First registration: Sep 20, 2011
Dual registered: no
Other names: TARA E COOGAN|TARA R COOGAN|TARA EMILY COOGAN|TARA EMILY GRINHAM
IAPD individual key: 5804020

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	FRAMINGHAM, MA\|MILFORD, MA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Sep 18, 2013	Jul 13, 2018	no	FRAMINGHAM, MA	Previous registration
OPPENHEIMER & CO. INC.	Bd affiliated wealth	Sep 20, 2011	Aug 19, 2013	no	PROVIDENCE, RI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
OPPENHEIMER & CO. INC.	STRATEGIC ADVISERS LLC	Aug 19, 2013	Sep 18, 2013	30	Firm change	Other

Relationships

Registered with (3)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Sep 18, 2013 to Jul 13, 2018factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV
→ OPPENHEIMER & CO. INC.Registered adviserregistration: previous registration
Sep 20, 2011 to Aug 19, 2013factForm ADV

Dated events

No dated event names this entity yet.