Unclaimed Profile

Richard Gray Compson

STRATEGIC ADVISERS LLC·BOSTON, Massachusetts

SIE, Series 7, Series 24, Series 66, Series 99TOClean record12 years registeredSTRATEGIC ADVISERS LLC

155 SEAPORT BLVD, BOSTON, MA 02210-2698CRD# 5227148Firm CRD# 104555

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Gray Compson · BOSTON, MA

Registration

CRD #5227148 · STRATEGIC ADVISERS LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STRATEGIC ADVISERS LLC

STRATEGIC ADVISERS LLC

Mar 2025 – Jan 2026

BOSTON, MA

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Jul 2018 – Mar 2025

LACONIA, NH

STRATEGIC ADVISERS LLC

Oct 2013 – Jul 2018

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Series 99TO

Registration record

First registered · October 9, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGIC ADVISERS LLC

CRD 104555 · SEC 801-13243

AUM

$824.7B

Regulatory assets under management

Employees

269

1,965,880 client accounts

Services offered by STRATEGIC ADVISERS LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at STRATEGIC ADVISERS LLC →

Introduction

Speak with Richard

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Richard is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Richard Gray Compson offer?

Richard Gray Compson specializes in Investment Management, Retirement Planning, Wealth Management.

What are Richard Gray Compson's credentials?

Richard Gray Compson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Gray Compson located?

Richard Gray Compson is based in BOSTON, Massachusetts, last registered with STRATEGIC ADVISERS LLC.

How does Richard Gray Compson charge for services?

Richard Gray Compson's firm is compensated through percentage of aum, other: percentage of revenue from affiliates. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STRATEGIC ADVISERS LLC?

STRATEGIC ADVISERS LLC has approximately 269 employees and manages $824.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →