Gerard P. Erbeck
STRATEGIC ADVISERS LLC | Financial Consultant
MANASQUAN, NJ
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CRD#: 5207866
Professional summary
Gerard Patrick Erbeck, CIMA®, who also goes by Gerard Patrick Erbeck, Gerard Erbeck, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Manasquan, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Millburn, New Jersey.
Gerard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Gerard has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Financial Consultant, I am committed to partnering with my clients to empower them to make educated decisions regarding their finances and goals. My process includes a comprehensive understanding of my clients' unique objectives and overall vision of their financial future. Together, we create a roadmap to grow, protect, and distribute their wealth. Ultimately, my purpose is for you to feel confident and secure with your financial plan.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gerard Patrick Erbeck | Gerard Erbeck
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 Gerard Patrick Erbeck'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
Boston College School of Management
Bachelor of Business Administration - Management and Operations
2004
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 150 Essex St, Millburn, NJ 07041-1631RIA
CRD#: 104555
MANASQUAN, NJ
Current
June 8, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 150 Essex Street, Millburn, NJ 07041BD
CRD#: 7784
MILLBURN, NJ
Past
August 3, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MILLBURN, NJ
Past
February 14, 2011 - May 14, 2021
PIMCO INVESTMENTS LLC
BD
CRD#: 154957
NEW YORK, NY
Past
October 30, 2006 - August 17, 2007
ALLIANZ GLOBAL INVESTORS MANAGED ACCOUNTS LLC
RIA
CRD#: 108057
STAMFORD, CT
Past
September 29, 2006 - February 14, 2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC
BD
CRD#: 25567
NEW YORK, 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".
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
California(2/23/2022)
RR
Colorado(3/4/2022)
RR
Connecticut(8/17/2021)
RR
Florida(6/8/2021)
RR
Georgia(10/8/2021)
RR
Maryland(1/9/2023)
RR
Nevada(5/16/2025)
RR
New Jersey(6/8/2021)
IAR
New Jersey(3/31/2025)
RR
New York(6/8/2021)
RR
North Carolina(3/16/2023)
RR
Ohio(2/13/2025)
RR
Oregon(1/4/2025)
RR
Pennsylvania(6/8/2021)
RR
Tennessee(3/2/2024)
RR
Texas(6/30/2022)
IAR
Texas(3/31/2025)
RR
Vermont(5/16/2025)
RR
Virginia(1/7/2022)
RR
Washington(9/15/2025)
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
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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
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Manasquan, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
