George P. Makranyi

STRATEGIC ADVISERS LLC | Financial Consultant

FLINT, MI

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CRD#: 2244468

Professional summary

George P Makranyi JR., who also goes by George Paul Makranyi Jr, George Paul Makranyi Jr., George Paul Makranyi, George Paul Jr Makranyi, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Flint, Michigan and FIDELITY BROKERAGE SERVICES LLC located in Grand Blanc, Michigan.

George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. George has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Biography

I engage every client in a way that they are able to visualize how their investment plan allows them to work toward their goals and more importantly helping create the level of confidence in the plan that enables them to stay the course.  By building this confidence level it allows the client to enjoy life and in turn does the same for me.  

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

George Paul Makranyi Jr | George Paul Makranyi Jr. | George Paul Makranyi | George Paul Jr Makranyi

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George P Makranyi JR.'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®

None

Education

University of Michigan

Bachelor of Business Administration - Business Administration and Marketing

1990

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 10811 S Saginaw St, Grand Blanc, MI 48439

RIA

CRD#: 104555

FLINT, MI

Current

December 12, 2012 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 10811 S Saginaw, Grand Blanc, MI 48439

CRD#: 7784

Grand Blanc, MI

Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

GRAND BLANC, MI

Past

February 27, 2014 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

GRAND BLANC, MI

Past

December 24, 2013 - January 2, 2014

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

GRAND BLANC, MI

Past

April 4, 2011 - October 16, 2012

WORLD CAPITAL BROKERAGE, INC.

CRD#: 37

SOUTHFIELD, MI

Past

June 24, 2008 - December 22, 2008

WORLD CAPITAL BROKERAGE, INC.

CRD#: 37

DENVER, CO

Past

June 20, 2007 - March 27, 2008

WRP INVESTMENTS, INC.

CRD#: 7365

BLOOMFIELD, MI

Past

November 29, 2006 - June 19, 2007

IFMG SECURITIES, INC.

CRD#: 14416

HOWELL, MI

Past

November 30, 2005 - December 31, 2006

TCF INVESTMENTS, INC.

CRD#: 34954

HOWELL, MI

Past

April 15, 2004 - December 2, 2005

IFMG SECURITIES, INC.

CRD#: 14416

PURCHASE, NY

Past

February 1, 1999 - April 6, 2004

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

March 28, 1996 - February 1, 1999

WINGSPAN INVESTMENT SERVICES

CRD#: 17516

CHICAGO, IL

Past

June 18, 1992 - March 21, 1996

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

NAPA, CA

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

Colorado
(8/10/2020)

Florida
(9/9/2013)

Georgia
(7/22/2024)

Kentucky
(8/15/2023)

Michigan
(12/14/2012)

IAR

Michigan
(3/31/2025)

New Mexico
(8/26/2025)

North Carolina
(3/28/2023)

North Dakota
(5/30/2023)

Ohio
(5/25/2024)

South Carolina
(3/27/2023)

Texas
(8/9/2023)

IAR

Texas
(3/31/2025)

Washington
(3/27/2023)

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: 12/23/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/12/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/26/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/16/1992

Investment Company Products/Variable Contracts Representative 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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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George P. Makranyi

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George P Makranyi JR.'s CRS (Customer Relationship Summary).

Certified licenses

Education

University of Michigan

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

STRATEGIC ADVISERS LLC

WORLD CAPITAL BROKERAGE, INC.

WORLD CAPITAL BROKERAGE, INC.

WRP INVESTMENTS, INC.

IFMG SECURITIES, INC.

TCF INVESTMENTS, INC.

IFMG SECURITIES, INC.

BANC ONE SECURITIES CORPORATION

WINGSPAN INVESTMENT SERVICES

ESSEX NATIONAL SECURITIES, LLC

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/23/2013

Series 63

Date: 6/12/1992

SIE

Date: 10/1/2018

Series 7

Date: 7/26/2003

Series 6

Date: 6/16/1992

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

TRUST BUT VERIFY

Contact information

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