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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

ANDREW GRAYSON

Advisor at STRATEGIC ADVISERS LLC

HAVERSTRAW, NY

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Search this name across graphsid dfx:ria:9594db05-0633-7362-a656-cd72a59a4adb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 14, 2012 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: Dec 15, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Dec 15, 2004
First registration: May 14, 2012
Dual registered: yes, broker-dealer
IAPD individual key: 4866153

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	HAVERSTRAW, NY	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2021	Mar 31, 2025	no	MERRIMACK, NH	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Mar 25, 2017	May 11, 2021	no	ELMSFORD, NY	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Jan 28, 2014	Mar 25, 2017	no	ELMSFORD, NY	Previous registration
WELLS FARGO ADVISORS	Wirehouse	May 14, 2012	Jan 28, 2014	no	DUMONT, NJ\|SPRING VALLEY, NY\|SUMMIT, NJ\|ENGLEWOOD, NJ\|MONSEY, NY\|POMONA, NY	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
MML INVESTORS SERVICES, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	May 11, 2021	Jul 13, 2021	63	Firm change	Ibd to ibd
MSI FINANCIAL SERVICES, INC.	MML INVESTORS SERVICES, LLC	Mar 25, 2017	Mar 25, 2017	0	Bulk transfer	Other
WELLS FARGO ADVISORS	MSI FINANCIAL SERVICES, INC.	Jan 28, 2014	Jan 28, 2014	0	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
10409:288590:NY:2021-04-27	May 11, 2021	Jul 13, 2021	ELMSFORD, NY	Firm change

Relationships

Registered with (5)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2021 to Mar 31, 2025factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Mar 25, 2017 to May 11, 2021factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jan 28, 2014 to Mar 25, 2017factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
May 14, 2012 to Jan 28, 2014factForm ADV

Dated events

No dated event names this entity yet.