Girard J. Mcspiritt

STRATEGIC ADVISERS LLC

CHESTER, NH

Some features on this profile are disabled

CRD#: 1682803

Professional summary

Girard James Mcspiritt, who also goes by Girard Mcspiritt, Jerry Mcspiritt, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Chester, New Hampshire and FIDELITY BROKERAGE SERVICES LLC located in Merrimack, New Hampshire.

Girard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Girard has worked at 12 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Girard Mcspiritt | Jerry Mcspiritt

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Girard James Mcspiritt's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: Two Contra Way, Merrimack, NH 03054

RIA

CRD#: 104555

CHESTER, NH

Current

August 5, 2019 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: Two Contra Way, Merrimack, NH 03054

CRD#: 7784

Merrimack, NH

Past

January 27, 2020 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

DURHAM, NC

Past

August 23, 2005 - February 3, 2009

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

PRINCETON, NJ

Past

November 6, 2000 - February 3, 2009

OPPENHEIMER & CO. INC.

CRD#: 249

PRINCETON, NJ

Past

October 1, 1999 - November 9, 2000

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

November 18, 1991 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

Past

August 25, 1989 - November 19, 1991

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

May 20, 1989 - August 25, 1989

THOMSON MCKINNON SECURITIES INC.

CRD#: 829

NEW YORK, NY

Past

February 8, 1988 - June 3, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

CRD#: 7323

Past

January 29, 1988 - February 18, 1988

CIBC WORLD MARKETS CORP.

CRD#: 630

Past

September 4, 1987 - February 18, 1988

L. F. ROTHSCHILD & CO. INCORPORATED

CRD#: 501

Past

July 21, 1987 - August 19, 1987

RANDOLPH BROWN SECURITIES CORPORATION

CRD#: 18338

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".

STRATEGIC ADVISERS LLC

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.

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

Alabama
(8/29/2019)

Alaska
(8/30/2019)

Arizona
(8/29/2019)

Arkansas
(8/30/2019)

California
(8/29/2019)

Colorado
(9/6/2019)

Connecticut
(8/29/2019)

Delaware
(9/6/2019)

District of Columbia
(9/5/2019)

Florida
(8/30/2019)

Georgia
(9/3/2019)

Hawaii
(8/30/2019)

Idaho
(8/29/2019)

Illinois
(9/11/2019)

Indiana
(8/29/2019)

Iowa
(9/5/2019)

Kansas
(9/3/2019)

Kentucky
(9/5/2019)

Louisiana
(8/29/2019)

Maine
(8/29/2019)

Maryland
(9/3/2019)

Massachusetts
(11/12/2019)

Michigan
(9/3/2019)

Minnesota
(8/29/2019)

Mississippi
(8/29/2019)

Missouri
(8/29/2019)

Montana
(8/29/2019)

Nebraska
(8/29/2019)

Nevada
(9/13/2019)

New Hampshire
(8/29/2019)

IAR

New Hampshire
(3/31/2025)

New Jersey
(8/30/2019)

New Mexico
(8/29/2019)

New York
(8/30/2019)

North Carolina
(8/28/2019)

North Dakota
(9/3/2019)

Ohio
(8/29/2019)

Oklahoma
(8/30/2019)

Oregon
(9/17/2019)

Pennsylvania
(8/29/2019)

Puerto Rico
(1/18/2023)

Rhode Island
(9/10/2019)

South Carolina
(9/3/2019)

South Dakota
(9/9/2019)

Tennessee
(8/29/2019)

Texas
(9/4/2019)

IAR

Texas
(3/31/2025)

Utah
(8/29/2019)

Vermont
(8/29/2019)

Virginia
(10/15/2019)

Washington
(8/29/2019)

West Virginia
(10/17/2019)

Wisconsin
(8/29/2019)

Wyoming
(9/3/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/26/2019

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/8/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/6/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/5/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/15/2019

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/18/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 3/7/2001

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 2/14/2001

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

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	Cover Page	Report

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Girard J. Mcspiritt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Girard James Mcspiritt's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

WELLS FARGO CLEARING SERVICES, LLC

FIRST UNION CAPITAL MARKETS CORP.

PRUDENTIAL EQUITY GROUP, LLC

THOMSON MCKINNON SECURITIES INC.

DREXEL BURNHAM LAMBERT INCORPORATED

CIBC WORLD MARKETS CORP.

L. F. ROTHSCHILD & CO. INCORPORATED

RANDOLPH BROWN SECURITIES CORPORATION

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/26/2019

Series 65

Date: 8/8/2005

Series 63

Date: 7/6/1987

Series 7TO

Date: 8/5/2019

SIE

Date: 7/15/2019

Series 7

Date: 7/18/1987

Series 10

Date: 3/7/2001

Series 9

Date: 2/14/2001

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Similar Advisors