Gregory C. Basillio
Professional summary
Gregory C Basillio, CFP®, who also goes by Greg Basillio, Gregory Christopher Basillio, Gregory Basillio, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Houston, Texas and FIDELITY BROKERAGE SERVICES LLC located in Sugar Land, Texas.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Gregory has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 10, Series 9, Series 4 and Series 8 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory C Basillio's CRS (Customer Relationship Summary).
Certified licenses
Education
Providence College
Bachelor of Arts (BA) - Marketing
1994
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: Three Sugar Creek Center Boulevard Suite 100, Sugar Land, TX 77478Office #3: 15600 Southwest Freeway, Sugar Land, TX 77478April 20, 2005 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 15600 Southwest Freeway, Sugar Land, TX 77478July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
May 4, 2005 - July 13, 2018
STRATEGIC ADVISERS LLC
August 5, 2000 - February 10, 2005
WELLS FARGO CLEARING SERVICES, LLC
February 23, 2000 - February 10, 2005
WELLS FARGO CLEARING SERVICES, LLC
November 2, 1999 - August 5, 2000
GLEACHER & COMPANY SECURITIES, INC.
June 29, 1998 - May 28, 1999
TIGER INVESTMENT GROUP, INC.
October 24, 1995 - June 8, 1998
TD AMERITRADE, INC.
January 1, 1995 - January 26, 1995
AMERIPRISE ADVISOR SERVICES, INC.
August 1, 1994 - December 3, 1994
INVESTORS ASSOCIATES, INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/18/2020)
(2/24/2014)
(9/29/2023)
(1/6/2017)
(1/6/2017)
(2/12/2021)
(1/6/2017)
(1/4/2019)
(9/28/2022)
(1/4/2019)
(5/12/2015)
(4/26/2005)
(7/28/2015)
(1/24/2024)
(10/25/2024)
(3/25/2023)
(3/25/2023)
(5/2/2024)
(2/19/2013)
(1/9/2017)
(3/25/2023)
(1/4/2019)
(7/23/2019)
(11/21/2019)
(4/20/2005)
(3/31/2025)
(1/7/2022)
Exams
Series 8
Date: 12/23/1997
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
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.
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Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Houston, TXTRUST BUT VERIFY
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