Grace Stoddard

Financial advisor at Strategic Advisers LLC

Last updated 2026-10-10

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Grace Stoddard is a financial advisor at Strategic Advisers LLC, CRD 7605914. Licenses and exams on the registration: Series 66. IAPD registration began 2023-08-23.

Registration

CRD number
7605914
Registration status
Active
IAPD registration
2023-08-23
Industry Experience
3 years
Work Experience
11 years
States registered
IL, TX

Licenses and exams

  • Series 66

Work history

  • 2022-01 to Present · Fidelity Investments · Westlake, TX
  • 2021-10 to 2022-01 · Unemployed · Medfield, MA
  • 2021-07 to 2021-10 · Goosehead Insurance · Westlake, MA
  • 2021-05 to 2021-07 · Unemployed · Medfield, MA
  • 2020-08 to 2021-05 · Miami University · Oxford, OH
  • 2020-06 to 2021-01 · Everbridge · Burlington, MA
  • 2020-01 to 2020-05 · Miami University · Oxford, OH
  • 2019-08 to 2019-12 · Ies Abroad · Barcelona
  • 2019-06 to 2019-08 · Murstein Family · Needham, MA
  • 2018-08 to 2019-05 · Miami University · Oxford, OH
  • 2018-06 to 2018-08 · Tenacre Summer Day Camp · Wellesley, MA
  • 2017-08 to 2018-05 · Miami University · Oxford, OH
  • 2015-06 to 2017-08 · Lifetime Fitness · Westwood, MA
  • 2016-09 to 2017-06 · Newton Country Day School · Newton, MA
  • 2025-03 to Present · Fidelity Investments · Boston, MA

Current employment

SEC IAPD record for Grace Stoddard

Strategic Advisers LLC

Regulatory AUM
$1,370,125,325,211
Registered advisors
17,023
Offices
3,513
Clients per advisor
141.1 (High)
Average AUM per client
$570.5K (Low)
High-net-worth client ratio
30.7% (Moderate)

Strategic Advisers LLC: advisors, services and reported ETF investments

About

Grace Stoddard is a financial advisor at Strategic Advisers LLC. Reported securities licenses include Series 66. The latest record indicates 3 years of industry experience and 11 years of reported work history. Reported roles include Fidelity Investments, Unemployed, Goosehead Insurance, Miami University, among others.

Strategic Advisers LLC's firm-level Form ADV reports 17,023 advisors across 3,513 offices; approximately 141.1 clients per advisor, average assets per client of $570,466, and regulatory AUM of $1.4T; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.

What this firm offers

Filed by Strategic Advisers LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Investment Companies
  • Businesses or Institutional Clients
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Commodity Pool Operator or Trading Advisor
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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