Gregory J. Pasler

STRATEGIC ADVISERS LLC | Financial Consultant

MONTGOMERY, TX

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CRD#: 2961792

Professional summary

Gregory James Pasler is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Montgomery, Texas and FIDELITY BROKERAGE SERVICES LLC located in The Woodlands, Texas.

Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Gregory has worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Biography

As your Financial Consultant, I will work with you to design a sound financial plan. I do this by gaining a deep understanding of your current situation and goals, then create a unique plan tailored to your needs and assist in implementing the plan. 

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Gregory James Pasler'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: 1701 Lake Robbins Dr, The Woodlands, TX 77380-3119

RIA

CRD#: 104555

MONTGOMERY, TX

Current

October 13, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 1701 Lake Robbins Drive, The Woodlands, TX 77380

CRD#: 7784

The Woodlands, TX

Past

October 18, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

THE WOODLANDS, TX

Past

December 8, 2015 - September 13, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CONROE, TX

Past

December 8, 2015 - September 13, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CONROE, TX

Past

August 18, 2011 - December 9, 2015

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

ADDISON, TX

Past

August 18, 2011 - December 9, 2015

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

ADDISON, TX

Past

April 14, 2010 - August 8, 2011

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

CONROE, TX

Past

April 14, 2010 - August 8, 2011

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CONROE, TX

Past

December 11, 2009 - April 9, 2010

ON INVESTMENT MANAGEMENT CO

RIA

CRD#: 105662

MONTGOMERY, TX

Past

September 8, 2009 - April 9, 2010

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

MONTGOMERY, TX

Past

August 8, 2008 - August 17, 2009

WFG ADVISORS, LP

RIA

CRD#: 125073

THE WOODLANDS, TX

Past

August 5, 2008 - August 17, 2009

WFG INVESTMENTS, INC.

CRD#: 22704

MONTGOMERY, TX

Past

January 7, 2005 - July 22, 2008

WFG ADVISORS, LP

RIA

CRD#: 125073

BRADENTON, FL

Past

January 3, 2005 - July 22, 2008

WFG INVESTMENTS, INC.

CRD#: 22704

DALLAS, TX

Past

September 11, 2003 - December 31, 2004

PRO-INTEGRITY SECURITIES, INC.

RIA

CRD#: 44707

SARASOTA, FL

Past

September 5, 2002 - December 31, 2004

PRO-INTEGRITY SECURITIES, INC.

CRD#: 44707

LONGVIEW, TX

Past

July 12, 2000 - September 30, 2002

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SARASOTA, FL

Past

July 12, 2000 - September 30, 2002

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

February 12, 1999 - July 12, 2000

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Past

November 26, 1997 - January 26, 1999

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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
(6/19/2024)

Arizona
(7/10/2025)

Arkansas
(2/5/2024)

California
(12/13/2024)

Colorado
(3/1/2024)

District of Columbia
(3/11/2024)

Florida
(5/14/2024)

Georgia
(3/11/2024)

Louisiana
(10/13/2021)

Mississippi
(3/14/2025)

Missouri
(5/3/2024)

New Mexico
(10/13/2021)

Ohio
(8/2/2024)

Oklahoma
(10/13/2021)

Tennessee
(5/9/2023)

Texas
(10/13/2021)

IAR

Texas
(3/31/2025)

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 65

Date: 12/31/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/22/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 12/15/1997

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 11/25/1997

General Securities Representative 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)

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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

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Gregory J. Pasler

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory James Pasler's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

ON INVESTMENT MANAGEMENT CO

THE O.N. EQUITY SALES COMPANY

WFG ADVISORS, LP

WFG INVESTMENTS, INC.

WFG ADVISORS, LP

WFG INVESTMENTS, INC.

PRO-INTEGRITY SECURITIES, INC.

PRO-INTEGRITY SECURITIES, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

FIRST UNION BROKERAGE SERVICES, INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/31/1997

Series 63

Date: 12/22/1997

SIE

Date: 10/1/2018

Series 31

Date: 12/15/1997

Series 7

Date: 11/25/1997

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

Contact information

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