Thompson's Station, TN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$561,384,950,404
ClientsTotal clients
2,390,975
AdvisorsAdvisors at this office
2
Of 17,005 advisors across 1,872 offices
Location
Thompson's Station TN
Advisors at this office
2
Advisors at this office
Grant M
Series 65, Series 63
Thompson's Station, TN
Fidelity
Grant Mowrer is a financial advisor at Fidelity with five years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Ameriprise and Mutual of Omaha. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios and offers services such as discretionary and non-discretionary advisory work, fund advisory, and model portfolio delivery.
Brad S
Series 66
Thompsons Station, TN
Fidelity
Brad Stevenson is a financial advisor with Fidelity, holding a Series 66 designation and 17 years of industry experience. He has worked with various divisions of Fidelity Investments since 2011. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is known for its use of systematic methodologies, formal advisory roles to multiple registered funds, and application of AI in research.
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