Morgan Stanley
47yrs
Top advisor by experience in Sacramento
23yrs
Greg Wood is a fiduciary financial advisor in Sacramento, California, with 23 years in the industry. Greg joined Strategic Advisers in 2025, after seven years at Fidelity Personal and Workplace Advisors and a year at UBS Financial Services. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 622 advisors with offices in Sacramento, and one of 549 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?Top 10% by experience at Strategic Advisers
Office2277 Fair Oaks Blvd Stes 150, 155, Sacramento, CA 95825
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2011 – 2018Strategic Advisers LLCPreviously
- Feb 2004 – Oct 2004UBS Financial Services Inc.Previously
Contact Greg
2277 Fair Oaks Blvd Stes 150, 155Sacramento, CA 95825Office · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MA
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Questions to ask Greg
Tailored to Greg’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Greg
How do I contact Greg?
Call Strategic Advisers at (617) 563-7000 and ask for Greg Wood. Greg works from the Sacramento, CA office.
How long has Greg been a financial advisor?
Greg has been in the industry since 2004, about 23 years. Top 10% by experience at Strategic Advisers.
What licenses does Greg hold?
Series 66. Tap any license on this page to see what it allows.
Is Greg a fiduciary?
Greg is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Greg paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Greg for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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