Gregory
Mcgunigle
Strategic Advisers LLC
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About this Advisor
Gregory Mcgunigle is a financial advisor based in Merrimack, New Hampshire, working with Strategic Advisers LLC. Gregory has previously held positions at Amherst College, Partners Personnel, Bellevue Golf Club, Vikings Baseball, Morrison Mahoney Llp, Department Of Conservation & Recreation, Mount Hood Golf Club, Melrose Department Of Public Works, Thomas Flanagan, Holderness School, Bishop Fenwick High School, Fidelity Investments, Ibew Local 134, and Builtworlds. Gregory has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts, New Hampshire, and Texas. Currently, Gregory is part of Strategic Advisers LLC, which operates out of Merrimack, New Hampshire. The firm has 240 offices and 16,291 employees. Strategic Advisers LLC manages assets totaling $1.1 trillion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Strategic Advisers LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategic Advisers LLC Brokerage Details
$1,067,664,605,590
16,291
2,486,631
$429,362
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Gregory Mcgunigle Work History
Fidelity Investments
Fidelity Investments
Thomas Flanagan
Amherst College
Partners Personnel
Builtworlds
Bellevue Golf Club
Ibew Local 134
Amherst College
Vikings Baseball
Mount Hood Golf Club
Morrison Mahoney Llp
Department Of Conservation & Recreation
Melrose Department Of Public Works
Holderness School
Bishop Fenwick High School
Disclosures
Please visit the SEC profile of Gregory Mcgunigle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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