Richard Gregory Lagasse

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration

Active

Investment adviser registration

Active

Exams passed (11)

Series 66Series 65Series 63Series 53Series 24Series 52TOSIESeries 7Series 6Series 3Series 52

Registered states (52)

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Years in the industry (source record)

42

Professional designations

Not yet retrieved from the source record

Disclosures

Copied from the official record

Current firm

From the firm record

Firm

Strategic Advisers LLC

Firm CRD

104555

SEC number

801-13243

Assets under management

$1.4T as of Mar 30, 2026

Website

www.linkedin.com/showcase/womentalkmoney ↗

Phone

617-563-7000

Firm location

Boston, MA, 02210-2698

Employment history (29)

From the source registration record · current first

• Strategic Advisers LLCCurrent

  Bowling Green, VA · IA capacity
  Mar 31, 2025 → present
• Fidelity Brokerage Services LLCCurrent

  Bowling Green, VA · BD capacity
  Jul 26, 2021 → present
• Fidelity Personal And Workplace Advisors

  IA capacity
  Jul 31, 2021 → Mar 31, 2025
• Ameriprise Financial Services, LLC

  BD capacity
  May 5, 2021 → May 25, 2021
• Ameriprise Financial Services, LLC

  IA capacity
  May 5, 2021 → May 25, 2021
• Td Ameritrade, Inc.

  IA capacity
  Apr 16, 2018 → Jan 11, 2021
• Td Ameritrade, Inc.

  BD capacity
  Feb 26, 2018 → Jan 11, 2021
• Td Ameritrade Investment Management, LLC

  IA capacity
  Feb 26, 2018 → Dec 31, 2020
• Scottrade Investment Management

  IA capacity
  Apr 10, 2017 → Feb 26, 2018
• Scottrade, Inc.

  BD capacity
  Feb 7, 2017 → Feb 26, 2018
• Multi-Bank Securities, Inc.

  BD capacity
  Oct 23, 2015 → Jan 31, 2017
• Duncan-Williams, Inc.

  BD capacity
  Mar 11, 2013 → Oct 26, 2015
• Bb&t Securities, LLC

  BD capacity
  Jan 2, 2013 → Mar 4, 2013
• Bb&t Securities, LLC

  IA capacity
  Jan 2, 2013 → Mar 4, 2013
• Scott & Stringfellow, LLC

  BD capacity
  Jul 19, 2010 → Jan 2, 2013
• Scott & Stringfellow, LLC

  IA capacity
  Jul 19, 2010 → Jan 2, 2013
• Pfs Investments Inc.

  BD capacity
  Apr 18, 2008 → Oct 27, 2009
• Bosc, Inc.

  BD capacity
  Jun 1, 2000 → Jul 18, 2005
• Vining Sparks

  BD capacity
  Mar 29, 1995 → May 31, 2000
• College & University Securities Corporation

  BD capacity
  Mar 30, 1999 → Oct 5, 1999
• Ibaa Securities Corporation

  BD capacity
  Feb 1, 1996 → Aug 8, 1996
• Paragon Capital Corporation

  BD capacity
  Jan 29, 1996 → Feb 1, 1996
• Painewebber Incorporated

  BD capacity
  Nov 26, 1993 → Apr 19, 1995
• Corporate Securities Group, Inc.

  BD capacity
  Aug 20, 1993 → Dec 9, 1993
• Vining-Sparks Ibg, Limited Partnership

  BD capacity
  Oct 20, 1992 → Aug 19, 1993
• Umic, Inc.

  BD capacity
  Aug 8, 1986 → Jul 5, 1988
• Powell & Satterfield, Inc.

  BD capacity
  Jan 29, 1986 → Aug 11, 1986
• Brittenum & Associates, Inc.

  BD capacity
  Jan 30, 1985 → Jan 30, 1986
• Delta Financial Investment Corporation

  BD capacity
  Dec 3, 1984 → Jan 31, 1985

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.