Graydon Wood
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Graydon Wood is an investment adviser representative with Strategic Advisers LLC in Centerville, UT, where they have been registered since 2025. They have worked in the securities industry since 2021 and have been registered with 3 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Equitable Advisors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas and Utah.
Registrations & licenses
- Investment adviser:
- Texas, Utah
- Broker:
24 states and territories
Alaska, Arizona, California, Colorado, Connecticut, Florida, Hawaii, Idaho, Illinois, Indiana, Michigan, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Utah, Washington, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Equitable Advisors, LLCApr 2021 – Aug 2022New York, NY
- EquitableApr 2021 – Aug 2022Salt Lake City, UT
- ClearlinkDec 2017 – Aug 2020Salt Lake City, UT
- Safehaven HealthcareMay 2017 – Dec 2024Pocatello, ID
- UnemployedJan 2017 – May 2017Pocatello, ID
- Full Time Church Service Volunteer MissionaryDec 2014 – Jan 2017Indianapolis, IN
- UnemployedSep 2020 – Apr 2021Centerville, UT
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 – Feb 2025Salt lake City, UT
- Fidelity InvestmentsFeb 2025 – no end date reportedSalt Lake City, UT
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Graydon Wood has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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