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Grant Bolender

STRATEGIC ADVISERS
FOX LAKE, IL
Some features on this profile are disabled
CRD#: 7502612
GB
Grant BolenderSTRATEGIC ADVISERS

Professional summary

Grant Bolender, who also goes by Grant Bolender, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Fox Lake, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Schaumburg, Illinois.

Grant is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Grant has worked at 8 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

Aliases

Grant Bolender

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.
1) Non-Variable Annuities & Insurance Products/Insurance License. 1 Executive Court, Suite #5, South Barrington, IL 60010. Helping identify annuity/insurance needs and products that fit those needs, prepping applications and servicing. 5 hrs/mo; 5 during trading hrs. Not investment related. 2) VestGen Advisors, LLC. 1605 West Colonial Parkway, Inverness, IL 60057. Registered Investment Advisor. Financial Planning. 160 hrs/mo; 130 during trading hrs. Investment related. 3) Private Client Services, investment related. Registered Representative, South Barrington IL 60010

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Bolender's CRS (Customer Relationship Summary).
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®
None

Experience

Current

August 3, 2026 - Present

STRATEGIC ADVISERS LLC

Office #2: 1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835
RIA
CRD#: 104555
FOX LAKE, IL
Current

July 24, 2026 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835
BD
CRD#: 7784
SCHAUMBURG, IL
Past

March 10, 2025 - June 4, 2026

VESTGEN ADVISORS, LLC

RIA
CRD#: 318657
S. Barrington, IL
Past

November 1, 2024 - June 4, 2026

PRIVATE CLIENT SERVICES, LLC

BD
CRD#: 120222
South Barrington, IL
Past

August 23, 2024 - November 20, 2024

OSAIC WEALTH, INC.

BD
CRD#: 23131
South Barrington, IL
Past

July 9, 2024 - August 23, 2024

TRIAD ADVISORS LLC

BD
CRD#: 25803
South Barrington, IL
Past

October 16, 2023 - June 4, 2024

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
DEERFIELD, IL
Past

March 24, 2023 - July 19, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
SCHAUMBURG, IL

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
Illinois
(7/24/2026)
IAR
Illinois
(8/3/2026)
RR
Texas
(8/5/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/10/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/2/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/27/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 3/24/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/18/2022
Securities Industry Essentials Examination
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)
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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

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

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.

Company Information

STRATEGIC ADVISERS LLC

CRD#: 104555Fox Lake, IL

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