Gregory J. Manara
Professional summary
Gregory J. Manara, CFP®, who also goes by Greg Manara, Gregory J Manara, Gregory James Manara, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Abingdon, Maryland and FIDELITY BROKERAGE SERVICES LLC located in Greenville, Delaware.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Gregory has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory J. Manara's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2020
Education
San Diego State University
Bachelor of Science (BS) - Psychology
1998
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4001 Kennett Pike Ste 120, Greenville, DE 19807-2000January 28, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4001 Kennett Pike Ste 120, Greenville, DE 19807-2000March 27, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
September 13, 2013 - January 29, 2021
CHARLES SCHWAB & CO., INC.
September 12, 2013 - January 29, 2021
CHARLES SCHWAB & CO., INC.
April 17, 2012 - August 5, 2013
STATE FARM VP MANAGEMENT CORP.
March 30, 2011 - March 15, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 30, 2011 - March 15, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 13, 2010 - February 16, 2011
BB&T INVESTMENT SERVICES, INC.
December 13, 2007 - June 8, 2009
TRANSAMERICA CAPITAL, LLC
December 9, 2003 - December 3, 2007
FERRIS, BAKER WATTS, LLC
January 9, 2002 - November 17, 2003
LEGG MASON WOOD WALKER, INCORPORATED
August 9, 2000 - January 3, 2001
METROPOLITAN LIFE INSURANCE COMPANY
August 9, 2000 - January 3, 2001
MSI FINANCIAL SERVICES, 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
(6/4/2021)
(12/19/2024)
(6/4/2021)
(1/28/2021)
(3/31/2025)
(5/20/2025)
(1/28/2021)
(5/31/2023)
(7/8/2022)
(5/19/2023)
(1/28/2021)
(3/31/2025)
(5/30/2023)
(12/23/2024)
(5/31/2024)
(1/28/2021)
(1/6/2022)
(6/4/2021)
(12/8/2021)
(1/28/2021)
(3/1/2024)
(3/25/2023)
(7/21/2023)
(9/9/2022)
(3/31/2025)
(5/20/2025)
Exams
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.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Abingdon, MDTRUST BUT VERIFY
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