Richard G. Lagasse

STRATEGIC ADVISERS LLC

BOWLING GREEN, VA

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CRD#: 1323012

Professional summary

Richard Gregory Lagasse, CFP®, who also goes by Greg Lagasse, Richard G Lagasse, Richard Greg Lagasse, Richard Gregory Lagasse, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Bowling Green, Virginia and FIDELITY BROKERAGE SERVICES LLC located in Jacksonville, Florida.

Richard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Richard has worked at 24 firms and has passed the Series 66, Series 65, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 3, Series 52, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg Lagasse | Richard G Lagasse | Richard Greg Lagasse | Richard Gregory Lagasse

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Gregory Lagasse's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

BOWLING GREEN, VA

Current

July 26, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246

CRD#: 7784

Jacksonville, FL

Past

July 31, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOWLING GREEN, VA

Past

May 5, 2021 - May 25, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

GLEN ALLEN, VA

Past

May 5, 2021 - May 25, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

GLEN ALLEN, VA

Past

April 16, 2018 - January 11, 2021

TD AMERITRADE, INC.

RIA

CRD#: 7870

GLEN ALLEN, VA

Past

February 26, 2018 - December 31, 2020

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Glen Allen, VA

Past

February 26, 2018 - January 11, 2021

TD AMERITRADE, INC.

CRD#: 7870

GLEN ALLEN, VA

Past

April 10, 2017 - February 26, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA

CRD#: 169988

SAINT LOUIS, MO

Past

February 7, 2017 - February 26, 2018

SCOTTRADE, INC.

CRD#: 8206

GLEN ALLEN, VA

Past

October 23, 2015 - January 31, 2017

MULTI-BANK SECURITIES, INC.

CRD#: 22098

SOUTHFIELD, MI

Past

March 11, 2013 - October 26, 2015

SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.

CRD#: 6950

MIDLOTHIAN, VA

Past

January 2, 2013 - March 4, 2013

BB&T SECURITIES, LLC

RIA

CRD#: 142785

RICHMOND, VA

Past

January 2, 2013 - March 4, 2013

BB&T SECURITIES, LLC

CRD#: 142785

RICHMOND, VA

Past

July 19, 2010 - January 2, 2013

SCOTT & STRINGFELLOW, LLC

RIA

CRD#: 6255

RICHMOND, VA

Past

July 19, 2010 - January 2, 2013

SCOTT & STRINGFELLOW, LLC

CRD#: 6255

RICHMOND, VA

Past

April 18, 2008 - October 27, 2009

PFS INVESTMENTS INC.

CRD#: 10111

RICHMOND, VA

Past

June 1, 2000 - July 18, 2005

BOK FINANCIAL SECURITIES, INC.

CRD#: 17530

TULSA, OK

Past

March 30, 1999 - October 5, 1999

COLLEGE & UNIVERSITY SECURITIES CORPORATION

CRD#: 42468

MEMPHIS, TN

Past

February 1, 1996 - August 8, 1996

ICBA SECURITIES

CRD#: 24088

MEMPHIS, TN

Past

January 29, 1996 - February 1, 1996

PARAGON CAPITAL MARKETS, INC.

CRD#: 18555

EAST HANOVER, NJ

Past

March 29, 1995 - May 31, 2000

VINING-SPARKS IBG, LLC

CRD#: 27502

MEMPHIS, TN

Past

November 26, 1993 - April 19, 1995

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

August 20, 1993 - December 9, 1993

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

October 20, 1992 - August 19, 1993

VINING-SPARKS IBG, LLC

CRD#: 27502

MEMPHIS, TN

Past

August 8, 1986 - July 5, 1988

UMIC, INC.

CRD#: 5974

Past

January 29, 1986 - August 11, 1986

POWELL & SATTERFIELD, INC.

CRD#: 7030

Past

January 30, 1985 - January 30, 1986

BRITTENUM & ASSOCIATES, INC.

CRD#: 7179

Past

December 3, 1984 - January 31, 1985

DELTA FINANCIAL INVESTMENT CORPORATION

CRD#: 14391

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(7/27/2021)

Alaska
(7/27/2021)

Arizona
(7/27/2021)

Arkansas
(7/27/2021)

California
(7/27/2021)

Colorado
(7/27/2021)

Connecticut
(7/27/2021)

Delaware
(7/27/2021)

District of Columbia
(7/27/2021)

Florida
(7/27/2021)

Georgia
(7/27/2021)

Hawaii
(7/27/2021)

Idaho
(7/27/2021)

Illinois
(7/27/2021)

Indiana
(7/27/2021)

Iowa
(7/27/2021)

Kansas
(7/27/2021)

Kentucky
(7/27/2021)

Louisiana
(7/27/2021)

Maine
(7/27/2021)

Maryland
(7/27/2021)

Massachusetts
(7/27/2021)

Michigan
(7/27/2021)

Minnesota
(7/27/2021)

Mississippi
(7/27/2021)

Missouri
(7/27/2021)

Montana
(7/27/2021)

Nebraska
(7/27/2021)

Nevada
(7/27/2021)

New Hampshire
(7/27/2021)

New Jersey
(7/27/2021)

New Mexico
(7/27/2021)

New York
(7/27/2021)

North Carolina
(7/27/2021)

North Dakota
(7/27/2021)

Ohio
(7/28/2021)

Oklahoma
(7/27/2021)

Oregon
(7/27/2021)

Pennsylvania
(7/27/2021)

Puerto Rico
(7/27/2021)

Rhode Island
(7/27/2021)

South Carolina
(7/27/2021)

South Dakota
(7/27/2021)

Tennessee
(7/27/2021)

Texas
(7/27/2021)

IAR

Texas
(3/31/2025)

Utah
(7/27/2021)

Vermont
(7/27/2021)

Virginia
(7/26/2021)

IAR

Virginia
(3/31/2025)

Washington
(7/27/2021)

West Virginia
(7/27/2021)

Wisconsin
(7/27/2021)

Wyoming
(7/27/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/10/2017

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/3/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/22/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 9/25/2025

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/26/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/17/2008

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 3

Date: 4/28/1986

National Commodity Futures Examination

General Industry/Product Exam

Series 52

Date: 11/30/1984

Municipal Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 3/16/2012

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 12/30/2011

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Richard G. Lagasse

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Gregory Lagasse's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

SCOTTRADE INVESTMENT MANAGEMENT

SCOTTRADE, INC.

MULTI-BANK SECURITIES, INC.

SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

SCOTT & STRINGFELLOW, LLC

SCOTT & STRINGFELLOW, LLC

PFS INVESTMENTS INC.

BOK FINANCIAL SECURITIES, INC.

COLLEGE & UNIVERSITY SECURITIES CORPORATION

ICBA SECURITIES

PARAGON CAPITAL MARKETS, INC.

VINING-SPARKS IBG, LLC

UBS FINANCIAL SERVICES INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

VINING-SPARKS IBG, LLC

UMIC, INC.

POWELL & SATTERFIELD, INC.

BRITTENUM & ASSOCIATES, INC.

DELTA FINANCIAL INVESTMENT CORPORATION

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/10/2017

Series 65

Date: 6/3/2010

Series 63

Date: 4/22/2008

Series 52TO

Date: 9/25/2025

SIE

Date: 10/1/2018

Series 7

Date: 7/26/2010

Series 6

Date: 4/17/2008

Series 3

Date: 4/28/1986

Series 52

Date: 11/30/1984

Series 53

Date: 3/16/2012

Series 24

Date: 12/30/2011

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC