GP
Gerald A. Polcari
STRATEGIC ADVISERS LLC
PONTE VEDRA BEACH, FL
Some features on this profile are disabled
CRD#: 1130799
GP
Professional summary
Gerald A. Polcari, who also goes by Gerald Anthony Polcari, Gerry Polcari, Gerald Polcari, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ponte Vedra Beach, Florida and FIDELITY BROKERAGE SERVICES LLC located in Jersey City, New Jersey.
Gerald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Gerald has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 4 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gerald Anthony Polcari | Gerry Polcari | Gerald Polcari
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-103606|OrgNmn:Polcari Family 2020 Irrevocable Trust|Org Addr:Plymouth,Massachuse,US|OBA Nature:Rental Real Estate|Invst Rel:Y|Title:Trustee|Duties:Property Management|StrtDt:10-23-23|TotHrs/mon:1|TrdHrs/mon:0|OBA-104579|OrgNmn:Little Bay Harbor Condominium Association, Inc|Org Addr:Ponte Vedr,Florida,US|OBA Nature:condominium association - comm|Invst Rel:N|Title:Director|Duties:condo association board of directors; manage vendors, budget, insurance etc|StrtDt:11-29-23|TotHrs/mon:2|TrdHrs/mon:0|OBA-103577|OrgNmn:Hastings 2016 Nominee Trust|Org Addr:Waltham,Massachuse,US|OBA Nature:residential rental real estate|Invst Rel:Y|Title:Trustee|Duties:property management|StrtDt:10-23-23|TotHrs/mon:1|TrdHrs/mon:0|OBA-103608|OrgNmn:Polcari Family 2016 Irrevocable Trust|Org Addr:Wareham,Massachuse,US|OBA Nature:Rental Real Estate|Invst Rel:Y|Title:Trustee|Duties:Property Management|StrtDt:10-23-23|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Gerald A. Polcari's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PONTE VEDRA BEACH, FL
Current
November 30, 2023 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 499 Washington Blvd, Jersey City, NJ 07310BD
CRD#: 7784
Jersey City, NJ
Past
January 9, 2024 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PONTE VEDRA BEACH, FL
Past
December 23, 1997 - October 11, 2023
GW & WADE, LLC
RIA
CRD#: 105394
WELLESLEY, MA
Past
March 3, 1997 - October 11, 2023
GW & WADE ASSET MANAGEMENT COMPANY, LLC
BD
CRD#: 25745
WELLESLEY, MA
Past
June 6, 1983 - June 24, 1985
WZW FINANCIAL SERVICES, INC.
BD
CRD#: 5717
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(12/6/2023)
RR
Alaska(12/11/2023)
RR
Arizona(12/12/2023)
RR
Arkansas(12/7/2023)
RR
California(11/30/2023)
RR
Colorado(12/5/2023)
RR
Connecticut(11/30/2023)
RR
Delaware(12/19/2023)
RR
District of Columbia(12/11/2023)
RR
Florida(12/4/2023)
IAR
Florida(3/31/2025)
RR
Georgia(12/1/2023)
RR
Hawaii(1/23/2024)
RR
Idaho(11/30/2023)
RR
Illinois(12/12/2023)
RR
Indiana(12/5/2023)
RR
Iowa(12/1/2023)
RR
Kansas(12/4/2023)
RR
Kentucky(12/5/2023)
RR
Louisiana(12/8/2023)
RR
Maine(12/4/2023)
RR
Maryland(12/4/2023)
RR
Massachusetts(2/14/2024)
RR
Michigan(12/6/2023)
RR
Minnesota(11/30/2023)
RR
Mississippi(12/4/2023)
RR
Missouri(12/4/2023)
RR
Montana(12/4/2023)
RR
Nebraska(11/30/2023)
RR
Nevada(12/6/2023)
RR
New Jersey(12/5/2023)
RR
New Mexico(12/5/2023)
RR
New York(12/14/2023)
RR
North Carolina(12/1/2023)
RR
North Dakota(12/4/2023)
RR
Ohio(11/30/2023)
RR
Oklahoma(12/4/2023)
RR
Oregon(12/1/2023)
RR
Pennsylvania(12/5/2023)
RR
Puerto Rico(12/13/2023)
RR
Rhode Island(12/4/2023)
RR
South Carolina(12/7/2023)
RR
South Dakota(12/4/2023)
RR
Tennessee(12/4/2023)
RR
Texas(11/30/2023)
IAR
Texas(3/31/2025)
RR
Utah(12/4/2023)
RR
Vermont(12/4/2023)
RR
Virgin Islands(12/6/2023)
RR
Virginia(12/5/2023)
RR
Washington(12/4/2023)
RR
West Virginia(12/4/2023)
RR
Wisconsin(11/30/2023)
RR
Wyoming(12/4/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
