Edward F. O'grady
STRATEGIC ADVISERS LLC | Financial Consultant
AUBURN, NH
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CRD#: 6301775
Professional summary
Edward Francis O'grady, CFP®, who also goes by Edward F Ogrady, Edward Francis Ogrady, Edward Ogrady, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Auburn, New Hampshire and FIDELITY BROKERAGE SERVICES LLC located in Littleton, Massachusetts.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Edward has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
Beyond health, there are very few things in our lives that can cause as much stress and anxiety than our personal finances. Many feel as if they have not done enough or cannot do enough to be prepared for their financial aspirations. It is my mission, as your personal Financial Consultant, to help you design, implement and maintain your financial plan so that you can focus your energy on the things that matter most to you in your life and be able to pursue your dreams worry free.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Socially Responsible Investing
Retirement Income Management
Retirement Planning
Estate Planning
Tax Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Edward F Ogrady | Edward Francis Ogrady | Edward Ogrady
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-14199|OrgNmn:Wrapify|Org Addr:Auburn,New Hampsh,US|OBA Nature:Wrapify is a mobile phone app |Invst Rel:N|Title:Independent contractor|Duties:Just have an advertisement on my car which they will compensate me for.|StrtDt:12-11-19|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Edward Francis O'grady'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®
CFP®
Start date: 2019
Education
Southern New Hampshire University
Bachelor of Business Studies (BBS) - Business
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 820 Constitution Avenue, Littleton, MA 01460RIA
CRD#: 104555
AUBURN, NH
Current
July 25, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 820 Constitution Ave, Littleton, MA 01460BD
CRD#: 7784
Littleton, MA
Past
August 9, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
LITTLETON, MA
Past
March 15, 2022 - June 29, 2022
BROPHY WEALTH MANAGEMENT, LLC
RIA
CRD#: 169894
BEDFORD, NH
Past
June 9, 2021 - June 28, 2022
APW CAPITAL, INC.
BD
CRD#: 43814
BEDFORD, NH
Past
July 13, 2018 - May 28, 2021
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
October 11, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
MERRIMACK, NH
Past
July 8, 2015 - May 27, 2021
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
MERRIMACK, NH
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
California(6/14/2024)
RR
Connecticut(7/21/2023)
RR
Florida(7/5/2023)
RR
Georgia(9/29/2023)
RR
Kentucky(1/4/2025)
RR
Maine(9/29/2023)
RR
Massachusetts(7/25/2022)
IAR
Massachusetts(3/31/2025)
RR
Minnesota(3/5/2024)
RR
New Hampshire(7/25/2022)
IAR
New Hampshire(3/31/2025)
RR
North Carolina(5/3/2024)
RR
Pennsylvania(3/14/2024)
RR
Rhode Island(4/9/2024)
RR
South Carolina(3/25/2023)
RR
Texas(3/25/2023)
IAR
Texas(3/31/2025)
RR
Vermont(1/4/2025)
RR
Virginia(3/25/2023)
Exams
State Security Law Exam
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
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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.
