Gregory M. Liro
STRATEGIC ADVISERS LLC | Financial Consultant
GREENVILLE, SC
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CRD#: 5596862
Professional summary
Gregory Michael Liro, who also goes by Gregory M Liro, Gregory Liro, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Greenville, South Carolina and FIDELITY BROKERAGE SERVICES LLC located in Greenville, South Carolina.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Gregory has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I am privileged with the opportunity to get to know my clients deeply, both on a financial and personal level. I have spent the past thirteen years partnering with them to ensure their unique financial plan remains aligned with their personal goals and objectives to meet the desired definition of success. My focus is to educate you as an investor and collaborate throughout all steps of your financial journey as a true planning partner.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gregory M Liro | Gregory Liro
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.
OBA-109318|OrgNmn:Laurel Creek Reserve Homeowners Asssociation Board|Org Addr:Greenville,South Caro,US|OBA Nature:Homeowners Association Board|Invst Rel:N|Title:Treasurer|Duties:Treasurer of Homeowners Association Board|StrtDt:05-16-24|TotHrs/mon:2|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Michael Liro'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®
NoneEducation
Drew University
Bachelor of Economics - Economics
2009
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 210 South Main St, Greenville, SC 29601RIA
CRD#: 104555
GREENVILLE, SC
Current
May 7, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 210 South Main St., Greenville, SC 29601BD
CRD#: 7784
Greenville, SC
Past
March 11, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MILLBURN, NJ
Past
May 12, 2020 - March 9, 2022
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MILLBURN, NJ
Past
January 15, 2013 - April 24, 2020
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
RED BANK, NJ
Past
January 15, 2013 - April 24, 2020
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
RED BANK, NJ
Past
November 16, 2010 - January 17, 2013
MORGAN STANLEY
RIA
CRD#: 149777
FLORHAM PARK, NJ
Past
March 8, 2010 - January 17, 2013
MORGAN STANLEY
BD
CRD#: 149777
FLORHAM PARK, NJ
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(7/18/2024)
RR
California(11/17/2020)
RR
Colorado(6/4/2021)
RR
Connecticut(5/7/2020)
RR
Delaware(7/8/2022)
RR
District of Columbia(2/12/2021)
RR
Florida(7/20/2020)
RR
Georgia(7/20/2020)
RR
Hawaii(8/8/2020)
RR
Idaho(2/22/2021)
RR
Illinois(9/25/2025)
RR
Indiana(7/20/2020)
RR
Kansas(6/4/2021)
RR
Maine(5/6/2022)
RR
Maryland(7/23/2020)
RR
Massachusetts(9/16/2020)
RR
Minnesota(7/20/2020)
RR
Nevada(1/7/2022)
RR
New Hampshire(5/19/2023)
RR
New Jersey(5/7/2020)
RR
New York(5/7/2020)
RR
North Carolina(7/27/2020)
RR
Oklahoma(9/9/2022)
RR
Pennsylvania(5/7/2020)
RR
Puerto Rico(2/12/2021)
RR
South Carolina(7/2/2020)
IAR
South Carolina(3/31/2025)
RR
Tennessee(1/7/2022)
RR
Texas(3/25/2023)
IAR
Texas(3/31/2025)
RR
Wisconsin(9/9/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Greenville, SCTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
