Garrett D. Tuck
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
LONG BEACH, CA
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CRD#: 6419012
Professional summary
Garrett Douglas Tuck, CFP®, who also goes by Garrett Douglas Tuck, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Long Beach, California and FIDELITY BROKERAGE SERVICES LLC located in Brea, California.
Garrett is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Garrett has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I make a long-lasting, positive impact on the lives of my clients and their families by partnering with them to manage their wealth primarily in the areas of investment guidance and retirement income planning. Whether you are working towards or already in retirement, we will have an ongoing relationship to make sure we are updating your plan throughout the changes in your lives.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Garrett Douglas Tuck
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 Garrett Douglas Tuck'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
University of California, San Diego
Bachelor of Science (BS) - Economics
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 815 E Birch St, Brea, CA 92821-5765RIA
CRD#: 104555
LONG BEACH, CA
Current
April 7, 2016 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 815 East Birch Street, Brea, CA 92821BD
CRD#: 7784
Brea, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BREA, CA
Past
January 25, 2018 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BREA, CA
Past
February 11, 2015 - March 2, 2016
EDWARD JONES
RIA
CRD#: 250
SAN DIEGO, CA
Past
January 8, 2015 - March 2, 2016
EDWARD JONES
BD
CRD#: 250
SAN DIEGO, CA
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(1/4/2025)
RR
Alaska(5/3/2024)
RR
Arizona(3/21/2018)
RR
California(4/7/2016)
IAR
California(3/31/2025)
RR
Colorado(12/4/2018)
RR
Florida(1/9/2024)
RR
Georgia(8/24/2020)
RR
Idaho(12/4/2018)
RR
Maryland(6/28/2023)
RR
Massachusetts(8/27/2024)
RR
Michigan(1/4/2025)
RR
Nevada(3/21/2018)
RR
New York(12/4/2018)
RR
North Carolina(9/29/2023)
RR
Oregon(12/4/2018)
RR
Tennessee(8/13/2021)
RR
Texas(10/6/2021)
IAR
Texas(3/31/2025)
RR
Utah(9/17/2019)
RR
Virginia(6/28/2023)
RR
Wisconsin(4/22/2025)
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Long Beach, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
