# Fourth Quarter Retirement Strategies, LLC

> Fourth Quarter Retirement Strategies, LLC is a state-registered investment advisory firm, registered since 2020, with no regulatory assets under management reported in its Form ADV filing dated January 6, 2026.

- CRD: 307395
- Filed as: FOURTH QUARTER RETIREMENT STRATEGIES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: January 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/307395
- AdvisorCensus page: https://advisorcensus.com/firm/fourth-quarter-retirement-strategies-llc-307395

## Quick answers

**How is Fourth Quarter Retirement Strategies, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fourth Quarter Retirement Strategies, LLC reports these compensation arrangements: fixed fees (other than subscription fees).

**Is Fourth Quarter Retirement Strategies, LLC registered with the SEC or a state?**
Fourth Quarter Retirement Strategies, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 307395.

**Does Fourth Quarter Retirement Strategies, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/307395

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fourthquarterretirement.com
- Facebook @FourthQuarterRetirement
- LinkedIn @fourth-quarter-retirement-strategies-llc
- X @jeffbograd

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fourth Quarter Retirement Strategies, LLC (CRD 307395): Form ADV filing data as of October 2026.