Frederick A. Gomez
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
CHESTERFIELD, NJ
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CRD#: 4173211
Professional summary
Frederick Alex Gomez, CFP®, who also goes by Frederick Alex Gomez, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Chesterfield, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Princeton, New Jersey.
Frederick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Frederick has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I enjoy the opportunity every day to serve my clients as their Financial Consultant. People often choose Fidelity for its investment selection and reputation. People work with me for my business beliefs, values, and integrity. I have worked in the financial industry since 2000 and my experience can help assist you in working towards financial success.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Frederick Alex Gomez
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 Frederick Alex Gomez'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®
Education
Rutgers University
Bachelor of Arts (BA) - Psychology
1999
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540-5924RIA
CRD#: 104555
CHESTERFIELD, NJ
Current
August 24, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540BD
CRD#: 7784
Princeton, NJ
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PRINCETON, NJ
Past
August 31, 2012 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PRINCETON, NJ
Past
June 23, 2008 - July 30, 2012
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
LAWRENCEVILLE, NJ
Past
June 9, 2008 - July 30, 2012
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
LAWRENCEVILLE, NJ
Past
July 27, 2004 - October 7, 2005
FAM DISTRIBUTORS, INC.
BD
CRD#: 4100
NEW YORK, NY
Past
July 10, 2000 - October 3, 2002
LORD ABBETT DISTRIBUTOR LLC
BD
CRD#: 530
JERSEY CITY, NJ
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(4/23/2020)
RR
California(1/6/2017)
RR
Colorado(1/6/2021)
RR
Connecticut(11/17/2014)
RR
Delaware(1/2/2015)
RR
District of Columbia(8/14/2017)
RR
Florida(8/24/2012)
RR
Georgia(7/14/2014)
RR
Hawaii(2/24/2020)
RR
Illinois(10/8/2021)
RR
Kentucky(4/9/2021)
RR
Louisiana(10/25/2016)
RR
Maine(11/8/2018)
RR
Maryland(1/2/2015)
RR
Massachusetts(1/2/2015)
RR
Michigan(1/6/2017)
RR
Minnesota(2/5/2020)
RR
Montana(4/23/2020)
RR
Nevada(8/22/2025)
RR
New Hampshire(3/4/2022)
RR
New Jersey(8/24/2012)
IAR
New Jersey(3/31/2025)
RR
New York(8/24/2012)
RR
North Carolina(11/9/2018)
RR
Oregon(4/23/2020)
RR
Pennsylvania(8/24/2012)
IAR
Pennsylvania(4/24/2025)
RR
South Carolina(10/18/2019)
RR
Tennessee(3/25/2023)
RR
Texas(1/6/2017)
IAR
Texas(3/31/2025)
RR
Utah(9/25/2017)
RR
Virginia(1/12/2016)
RR
Washington(11/22/2022)
Exams
State Security Law 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
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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.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Chesterfield, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
