Collin T. Graves
STRATEGIC ADVISERS LLC | Financial Consultant
MOUNT PLEASANT, SC
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CRD#: 6336416
Professional summary
Collin Thayer Graves, who also goes by Collin Thayer Graves, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Mount Pleasant, South Carolina and FIDELITY BROKERAGE SERVICES LLC located in Mount Pleasant, South Carolina.
Collin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Collin has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
I partner with my clients to identify their unique goals and help them attain peace of mind through collaborative planning. My commitment to you is to understand the story behind the numbers, providing you with responsive and relevant guidance suited to your financial goals and complex needs.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Collin Thayer Graves
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 Collin Thayer Graves'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
Texas Tech University
Master of Science (MS) - Personal Financial Planning
2020
Texas Tech University
Graduate Certificate - Life Centered Planning
2020
Abilene Christian University
Bachelor of Business Administration - Financial Management
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 75 Port City Landing Suite 410, Mount Pleasant, SC 29464RIA
CRD#: 104555
MOUNT PLEASANT, SC
Current
April 10, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 75 Port City Landing Suite 410, Mount Pleasant, SC 29464BD
CRD#: 7784
Mount Pleasant, SC
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MOUNT PLEASANT, SC
Past
May 3, 2018 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
WESTLAKE, TX
Past
July 14, 2014 - February 8, 2018
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
FORT WORTH, TX
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(4/12/2023)
RR
Colorado(1/4/2025)
RR
Connecticut(6/4/2021)
RR
District of Columbia(8/12/2025)
RR
Florida(4/10/2018)
RR
Georgia(4/10/2018)
RR
Illinois(8/12/2025)
RR
Indiana(1/4/2025)
RR
Kansas(1/4/2025)
RR
Maryland(2/29/2024)
RR
Massachusetts(1/6/2022)
RR
Michigan(11/17/2022)
RR
Montana(4/19/2023)
RR
New Hampshire(3/25/2023)
RR
New Jersey(2/9/2021)
RR
New York(8/13/2021)
RR
North Carolina(4/11/2018)
RR
Ohio(1/29/2021)
RR
Pennsylvania(3/4/2022)
RR
Rhode Island(7/8/2022)
RR
South Carolina(4/10/2018)
IAR
South Carolina(3/31/2025)
RR
Tennessee(10/8/2021)
RR
Texas(4/10/2018)
IAR
Texas(3/31/2025)
RR
Virginia(2/9/2021)
RR
Washington(8/12/2025)
RR
West Virginia(1/6/2022)
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
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Mount Pleasant, SCTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
