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Gregory John Orenic

STRATEGIC ADVISERS

SARASOTA, FL

·CRD# 1491909·40 years experience

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.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

40 years in the financial services industry

Current & Past Employments

STRATEGIC ADVISERS LLC·CRD# 104555

RIA

Sarasota, FL

March 31, 2025 - Present

FIDELITY BROKERAGE SERVICES LLC·CRD# 7784

BD

900 Salem Street, Smithfield, RI 02917

November 17, 2021 - Present

FIDELITY PERSONAL AND WORKPLACE ADVISORS·CRD# 288590

RIA

Sarasota, FL

January 14, 2022 - March 31, 2025

BENJAMIN F. EDWARDS & COMPANY, INC.·CRD# 146936

RIA

Sarasota, FL

June 26, 2019 - July 9, 2019

BENJAMIN F. EDWARDS & COMPANY, INC.·CRD# 146936

BD

Sarasota, FL

June 26, 2019 - August 18, 2021

FIRST COMMAND BROKERAGE SERVICES, INC.·CRD# 3641

BD

Sarasota, FL

September 26, 2017 - January 18, 2018

CALTON & ASSOCIATES, INC.·CRD# 20999

RIA

Sarasota, FL

September 1, 2010 - June 27, 2011

CALTON & ASSOCIATES, INC.·CRD# 20999

BD

Sarasota, FL

August 10, 2010 - June 27, 2011

CHARLES SCHWAB & CO., INC.·CRD# 5393

RIA

Sarasota, FL

July 23, 1992 - April 16, 2009

CHARLES SCHWAB & CO., INC.·CRD# 5393

BD

Sarasota, FL

July 20, 1992 - April 16, 2009

CALTON & ASSOCIATES, INC.·CRD# 20999

BD

Tampa, FL

April 3, 1992 - July 7, 1992

GRIFFIN FINANCIAL SERVICES·CRD# 10823

BD

November 29, 1989 - August 2, 1991

J. B. HANAUER & CO.·CRD# 6958

BD

Parsippany, NJ

July 12, 1989 - October 9, 1989

PROFILE INVESTMENTS CORPORATION·CRD# 16478

BD

July 16, 1987 - April 27, 1989

FIRST FIDELITY CAPITAL CORP.·CRD# 17967

BD

April 23, 1987 - August 8, 1987

MONVEST SECURITIES, INC.·CRD# 14013

BD

December 5, 1986 - April 23, 1987

THE STUART-JAMES COMPANY, INCORPORATED·CRD# 11691

BD

May 22, 1986 - June 10, 1986

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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

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

Contact Information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Phone Number

(617) 563-7000

# of Employees

17,112

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STRATEGIC ADVISERS LLC (3/30/2026)

FIDELITY STRATEGIC DISCIPLINES (3/30/2026)

FIDELITY GO (3/30/2026)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/30/2026)

FIDELITY WEALTH SERVICES (3/30/2026)

FIDELITY MANAGED FIDFOLIOS (3/30/2026)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,973,512

AUM (Assets Under Management)

$1,370,125,325,211

Accountant Surprise Examination Report

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

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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.

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

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)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Dec 2021About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1986About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Jan 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2017About the Series 7 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed Aug 1993

Series 24 — General Securities Principal Examination

Passed Dec 1988About the Series 24 exam

FINRA

SRO Registrations

New York Stock Exchange

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Gregory John Orenic's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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