Gregory P. Neatrour
STRATEGIC ADVISERS LLC | Planning Consultant
SARASOTA, FL
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CRD#: 6796393
Professional summary
Gregory Peyton Neatrour, who also goes by Gregory Neatrour, Greg Peyton Neatrour, Gregory Peyton Neatrour, Gregroy Neatrour, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Sarasota, Florida and FIDELITY BROKERAGE SERVICES LLC located in Sarasota, Florida.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Gregory has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
My business philosophy is based on trust; developing an individualized plan with a trusted financial advisor can ease concerns and build lasting relationships. My interactions with people around the globe taught me that life is about the relationships built from helping people in need. Those interactions led me to pursue a career that works with people in a way that fulfills a need and builds trust.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gregory Neatrour | Greg Peyton Neatrour | Gregory Peyton Neatrour | Gregroy Neatrour
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-100439|OrgNmn:Lyft|Org Addr:Sarasota,Florida,US|OBA Nature:Lyft Driving Service|Invst Rel:N|Title:Employee|Duties:Driver for Ride Sharing App|StrtDt:07-15-23|TotHrs/mon:30|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Peyton Neatrour'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
University of Florida
Master of Finance and Sport Management - Finance
2018
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 201 N Cattlemen Rd, Sarasota, FL 34243RIA
CRD#: 104555
SARASOTA, FL
Current
March 29, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 201 N Cattlemen Rd, Sarasota, FL 34243BD
CRD#: 7784
Sarasota, FL
Past
June 7, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SARASOTA, FL
Past
June 9, 2020 - June 3, 2021
MORGAN STANLEY
RIA
CRD#: 149777
SARASOTA, FL
Past
June 8, 2020 - June 3, 2021
MORGAN STANLEY
BD
CRD#: 149777
SARASOTA, FL
Past
November 14, 2018 - June 10, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
VIRGINIA BEACH, VA
Past
August 29, 2018 - June 10, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
VIRGINIA BEACH, VA
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(1/6/2023)
RR
Arizona(2/12/2025)
RR
California(6/21/2022)
RR
Colorado(6/21/2022)
RR
Connecticut(6/17/2022)
RR
Delaware(1/4/2025)
RR
Florida(3/29/2022)
IAR
Florida(3/31/2025)
RR
Georgia(6/17/2022)
RR
Hawaii(5/3/2024)
RR
Illinois(6/17/2022)
RR
Indiana(6/21/2022)
RR
Kentucky(5/3/2024)
RR
Maine(3/2/2024)
RR
Maryland(6/17/2022)
RR
Massachusetts(6/17/2022)
RR
Michigan(6/17/2022)
RR
Minnesota(6/17/2022)
RR
Nevada(5/3/2024)
RR
New Hampshire(1/4/2025)
RR
New Jersey(6/17/2022)
RR
New York(6/17/2022)
RR
North Carolina(6/17/2022)
RR
Ohio(6/21/2022)
RR
Pennsylvania(6/21/2022)
RR
Rhode Island(3/2/2024)
RR
South Carolina(6/21/2022)
RR
Tennessee(6/21/2022)
RR
Texas(6/21/2022)
IAR
Texas(3/31/2025)
RR
Virginia(6/17/2022)
RR
Wisconsin(1/6/2025)
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
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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.
