Gerald L. Malinow
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
DIX HILLS, NY
Some features on this profile are disabled
CRD#: 1718747
Professional summary
Gerald Leon Malinow, who also goes by Gerald Leon Malinow, Gerry Malinow, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Dix Hills, New York and FIDELITY BROKERAGE SERVICES LLC located in Garden City, New York.
Gerald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Gerald has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.
Biography
As your Financial Consultant, I will partner with you to understand your short- and long-term goals, and to help you build a financial plan that is customized to meet your unique needs. Forming strong relationships with my clients and their families is of the utmost importance to me. I will work hard to maintain a deep level of trust, reliability, and competency.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gerald Leon Malinow | Gerry Malinow
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.
CRS (Client Relationship Summary) - RIA
Click below to view Gerald Leon Malinow'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®
NoneEducation
Long Island University
Bachelor of Science (BS) - Finance
1985
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1130 Franklin Avenue, Garden City, NY 11530RIA
CRD#: 104555
DIX HILLS, NY
Current
January 17, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1130 Franklin Avenue, Garden City, NY 11530BD
CRD#: 7784
Garden City, NY
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GARDEN CITY, NY
Past
November 14, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GARDEN CITY, NY
Past
January 17, 2007 - January 3, 2012
FIRST EQUITY CAPITAL SECURITIES, INC.
BD
CRD#: 30365
SHORT HILLS, NJ
Past
January 8, 2004 - February 17, 2005
FIRST EQUITY CAPITAL SECURITIES, INC.
BD
CRD#: 30365
SHORT HILLS, NJ
Past
April 8, 1997 - January 28, 2002
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
July 31, 1993 - April 18, 1997
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
February 16, 1993 - July 31, 1993
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Past
August 7, 1989 - February 17, 1993
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
October 22, 1987 - March 1, 1989
GRUNTAL & CO., L.L.C.
BD
CRD#: 372
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
Arizona(5/6/2022)
RR
California(9/25/2013)
RR
Colorado(3/5/2024)
RR
Connecticut(1/17/2012)
RR
Florida(1/17/2012)
RR
Illinois(9/25/2013)
RR
Kentucky(4/23/2020)
RR
Louisiana(9/25/2024)
RR
Maryland(8/7/2014)
RR
Massachusetts(9/25/2013)
RR
Nevada(9/25/2013)
RR
New Hampshire(12/2/2024)
RR
New Jersey(1/17/2012)
IAR
New Jersey(3/31/2025)
RR
New York(1/17/2012)
IAR
New York(3/31/2025)
RR
North Carolina(6/22/2016)
RR
Ohio(10/12/2021)
RR
Pennsylvania(9/25/2013)
RR
Rhode Island(7/8/2022)
RR
South Carolina(9/9/2022)
RR
Tennessee(9/25/2013)
RR
Texas(4/8/2013)
IAR
Texas(3/31/2025)
RR
Vermont(2/1/2021)
RR
Virginia(8/9/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
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
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.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Dix Hills, NYTRUST BUT VERIFY
Monitor Gerald Malinow
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
