Gregory L. Mccrea
STRATEGIC ADVISERS LLC | Planning Consultant
CASTLE ROCK, CO
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CRD#: 5916186
Professional summary
Gregory L. Mccrea, CFP®, who also goes by Gregory Louis Greive, Gregory Louis Mccrea, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Castle Rock, Colorado and FIDELITY BROKERAGE SERVICES LLC located in Lone Tree, Colorado.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Gregory has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 6, Series 9, Series 10 and Series 26 exams.
Biography
As a Planning Consultant, it is my goal to help my clients and their families to grow and protect their wealth, make sound investment decisions, and simplify their financial lives. I will partner with you to understand your short- and long-term goals and to help you build a financial plan that is customized to meet your unique needs.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gregory Louis Greive | Gregory Louis Mccrea
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.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory L. Mccrea'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®
Education
Ohio University
Bachelor of Business Administration - Economics
2009
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 9185 East Westview Road, Lone Tree, CO 80124Office #3: 8085 S Chester Street Suite 250, Centennial, CO 80112RIA
CRD#: 104555
CASTLE ROCK, CO
Current
April 28, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 9185 East Westview Road, Lone Tree, CO 80124Office #2: 8085 S Chester Street Suite 250, Centennial, CO 80112BD
CRD#: 7784
LONE TREE, CO
Past
May 26, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
LONE TREE, CO
Past
October 9, 2013 - March 2, 2022
NATIONWIDE INVESTMENT ADVISORS, LLC
RIA
CRD#: 142373
COLUMBUS, OH
Past
May 24, 2011 - March 2, 2022
NATIONWIDE INVESTMENT SERVICES CORPORATION
BD
CRD#: 7110
DENVER, CO
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
Arizona(6/10/2024)
RR
Arkansas(6/10/2024)
RR
California(1/6/2023)
RR
Colorado(4/28/2022)
IAR
Colorado(3/31/2025)
RR
Florida(2/5/2024)
RR
Kansas(6/3/2024)
RR
Minnesota(10/8/2025)
RR
Montana(6/10/2024)
RR
Nebraska(1/3/2025)
RR
Nevada(6/10/2024)
RR
New Jersey(3/6/2025)
RR
New Mexico(1/3/2025)
RR
North Carolina(1/9/2024)
RR
Oklahoma(8/26/2025)
RR
Pennsylvania(6/17/2025)
RR
South Dakota(8/26/2024)
RR
Texas(5/19/2022)
IAR
Texas(3/31/2025)
RR
Utah(1/6/2023)
RR
Vermont(2/16/2024)
RR
Virginia(2/6/2025)
RR
Washington(6/5/2024)
RR
Wyoming(6/10/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/10/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory 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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
