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Gregory J. Orenic
STRATEGIC ADVISERS LLC
SARASOTA, FL
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CRD#: 1491909
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Professional summary
Gregory John Orenic is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Sarasota, Florida and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Gregory has worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 8 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory John Orenic's 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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SARASOTA, FL
Current
November 17, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917BD
CRD#: 7784
Smithfield, RI
Past
January 14, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SARASOTA, FL
Past
June 26, 2019 - July 9, 2019
BENJAMIN F. EDWARDS & COMPANY, INC.
RIA
CRD#: 146936
Sarasota, FL
Past
June 26, 2019 - August 18, 2021
BENJAMIN F. EDWARDS & COMPANY, INC.
BD
CRD#: 146936
Sarasota, FL
Past
September 26, 2017 - January 18, 2018
FIRST COMMAND BROKERAGE SERVICES, INC.
BD
CRD#: 3641
Sarasota, FL
Past
September 1, 2010 - June 27, 2011
CALTON & ASSOCIATES, INC.
RIA
CRD#: 20999
SARASOTA, FL
Past
August 10, 2010 - June 27, 2011
CALTON & ASSOCIATES, INC.
BD
CRD#: 20999
SARASOTA, FL
Past
July 23, 1992 - April 16, 2009
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
SARASOTA, FL
Past
July 20, 1992 - April 16, 2009
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
SARASOTA, FL
Past
April 3, 1992 - July 7, 1992
CALTON & ASSOCIATES, INC.
BD
CRD#: 20999
TAMPA, FL
Past
November 29, 1989 - August 2, 1991
GRIFFIN FINANCIAL SERVICES
BD
CRD#: 10823
Past
July 12, 1989 - October 9, 1989
J. B. HANAUER & CO.
BD
CRD#: 6958
PARSIPPANY, NJ
Past
July 16, 1987 - April 27, 1989
PROFILE INVESTMENTS CORPORATION
BD
CRD#: 16478
Past
April 23, 1987 - August 8, 1987
FIRST FIDELITY CAPITAL CORP.
BD
CRD#: 17967
Past
December 5, 1986 - April 23, 1987
MONVEST SECURITIES, INC.
BD
CRD#: 14013
Past
May 22, 1986 - June 10, 1986
THE STUART-JAMES COMPANY, INCORPORATED
BD
CRD#: 11691
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
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.RR
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
RR
Alabama(11/17/2021)
RR
Alaska(11/17/2021)
RR
Arizona(11/17/2021)
RR
Arkansas(11/17/2021)
RR
California(11/17/2021)
RR
Colorado(11/17/2021)
RR
Connecticut(11/17/2021)
RR
Delaware(11/17/2021)
RR
District of Columbia(11/17/2021)
RR
Florida(11/17/2021)
IAR
Florida(3/31/2025)
RR
Georgia(11/17/2021)
RR
Hawaii(11/17/2021)
RR
Idaho(11/17/2021)
RR
Illinois(11/17/2021)
RR
Indiana(11/17/2021)
RR
Iowa(11/17/2021)
RR
Kansas(11/17/2021)
RR
Kentucky(11/17/2021)
RR
Louisiana(11/17/2021)
RR
Maine(11/17/2021)
RR
Maryland(11/17/2021)
RR
Massachusetts(11/17/2021)
RR
Michigan(11/17/2021)
RR
Minnesota(11/17/2021)
RR
Mississippi(11/17/2021)
RR
Missouri(11/17/2021)
RR
Montana(11/17/2021)
RR
Nebraska(11/17/2021)
RR
Nevada(11/17/2021)
RR
New Hampshire(11/17/2021)
RR
New Jersey(11/17/2021)
RR
New Mexico(11/17/2021)
RR
New York(11/17/2021)
RR
North Carolina(11/17/2021)
RR
North Dakota(11/17/2021)
RR
Ohio(11/18/2021)
RR
Oklahoma(11/17/2021)
RR
Oregon(11/17/2021)
RR
Pennsylvania(11/17/2021)
RR
Puerto Rico(11/17/2021)
RR
Rhode Island(11/17/2021)
RR
South Carolina(11/17/2021)
RR
South Dakota(11/17/2021)
RR
Tennessee(11/17/2021)
RR
Texas(11/17/2021)
IAR
Texas(3/31/2025)
RR
Utah(11/17/2021)
RR
Vermont(11/17/2021)
RR
Virginia(11/17/2021)
RR
Washington(11/17/2021)
RR
West Virginia(11/17/2021)
RR
Wisconsin(11/17/2021)
RR
Wyoming(11/17/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 8/5/1993
General Securities Sales Supervisor Examination (Options Module & General Module)Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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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
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 |
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.
