Gregory M. Berlant
STRATEGIC ADVISERS LLC | Financial Consultant
CALABASAS, CA
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CRD#: 5456957
Professional summary
Gregory Matthew Berlant, who also goes by Greg Berlant, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Calabasas, California and FIDELITY BROKERAGE SERVICES LLC located in Woodland Hills, California.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Gregory has worked at 6 firms and has passed the Series 66, SIE, Series 3, Series 31 and Series 7 exams.
Biography
Financial planning should be a tool that simplifies your life. Clients come to me because I help them build a financial plan for their future that they can understand - without the over-complication and industry jargon so common today. Armed with 10+ years of experience as a financial consultant, my belief is that a complete understanding of my clients' vision of their future is the foundation of a good strategy.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Greg Berlant
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.
OAA#: 57530 | Org Name:Paper Trail by Laura B | Org Addr:Calabasas, CA, US | Nature of Bus:Online Sales of party goods | Invst Rel:N | Title:Bookeeper | Duties:General bookkeeping and payroll | Start Dt:03/01/2011 | Total Hrs p/m:1 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Matthew Berlant'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
University of California, Santa Barbara
Bachelor of Arts (BA) - Economics
2002
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215RIA
CRD#: 104555
CALABASAS, CA
Current
November 12, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 6363 Topanga Canyon Boulevard, Woodland Hills, CA 91367-2215BD
CRD#: 7784
Woodland Hills, CA
Past
November 15, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WOODLAND HILLS, CA
Past
December 23, 2008 - October 25, 2018
TD AMERITRADE, INC.
RIA
CRD#: 7870
ENCINO, CA
Past
December 23, 2008 - October 25, 2018
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
E, CA
Past
December 23, 2008 - October 25, 2018
TD AMERITRADE, INC.
BD
CRD#: 7870
ENCINO, CA
Past
March 20, 2008 - September 22, 2008
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
BEVERLY HILLS, CA
Past
January 21, 2008 - September 22, 2008
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
BEVERLY HILLS, CA
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(12/13/2018)
RR
Arkansas(6/4/2021)
RR
California(11/12/2018)
IAR
California(3/31/2025)
RR
Florida(3/2/2024)
RR
Hawaii(11/26/2024)
RR
Idaho(6/12/2024)
RR
Maine(10/13/2025)
RR
Maryland(9/18/2020)
RR
Michigan(11/15/2018)
RR
Nevada(12/13/2018)
RR
New Jersey(7/21/2023)
RR
New York(12/6/2019)
RR
North Carolina(6/3/2019)
RR
Oregon(6/4/2021)
RR
South Dakota(3/14/2019)
RR
Texas(10/7/2019)
IAR
Texas(3/31/2025)
RR
Washington(2/19/2020)
Exams
State Security Law Exam
General Industry/Product 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
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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#: 104555Calabasas, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
