Gaelle M. Isrow
STRATEGIC ADVISERS LLC | Benefits & Planning Consultant, Executive Services
BOCA RATON, FL
Some features on this profile are disabled
CRD#: 5716936
Professional summary
Gaelle Moise Isrow, who also goes by Gaelle M Isrow, Gaelle Moise Isrow, Gaelle Moise, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Boca Raton, Florida and FIDELITY BROKERAGE SERVICES LLC located in Jacksonville, Florida.
Gaelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Gaelle has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Biography
I work closely with executives to understand what's most important to them. Through a collaborative process, I help my clients define and prioritize their financial goals, develop a plan to address their specific needs and implement strategies that help them grow, protect and distribute their wealth.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gaelle M Isrow | Gaelle Moise Isrow | Gaelle Moise
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 Gaelle Moise Isrow'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
Florida State University
Bachelor of Science (BS) - Finance
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BOCA RATON, FL
Current
March 15, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4671 Town Center Pkwy, Jacksonville, FL 32246BD
CRD#: 7784
Jacksonville, FL
Past
April 26, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOCA RATON, FL
Past
November 23, 2020 - February 11, 2021
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
DELRAY BEACH, FL
Past
October 26, 2020 - February 11, 2021
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
DELRAY BEACH, FL
Past
October 2, 2014 - January 9, 2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
BOCA RATON, FL
Past
October 1, 2014 - January 9, 2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
BOCA RATON, FL
Past
May 22, 2013 - September 17, 2014
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
DELRAY BEACH, FL
Past
May 17, 2013 - September 17, 2014
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
DELRAY BEACH, FL
Past
October 1, 2012 - April 12, 2013
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
CORAL SPRINGS, FL
Past
October 1, 2012 - April 12, 2013
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
CORAL SPRINGS, FL
Past
June 6, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
MIAMI, FL
Past
October 16, 2009 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
MIAMI, FL
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
Alabama(2/25/2022)
RR
Alaska(2/25/2022)
RR
Arizona(2/25/2022)
RR
Arkansas(2/25/2022)
RR
California(6/4/2021)
RR
Colorado(2/25/2022)
RR
Connecticut(3/15/2021)
RR
Delaware(2/25/2022)
RR
District of Columbia(2/25/2022)
RR
Florida(3/15/2021)
IAR
Florida(3/31/2025)
RR
Georgia(3/15/2021)
RR
Hawaii(2/25/2022)
RR
Idaho(2/25/2022)
RR
Illinois(2/25/2022)
RR
Indiana(2/25/2022)
RR
Iowa(2/25/2022)
RR
Kansas(2/25/2022)
RR
Kentucky(2/25/2022)
RR
Louisiana(2/25/2022)
RR
Maine(2/25/2022)
RR
Maryland(10/8/2021)
RR
Massachusetts(3/15/2021)
RR
Michigan(2/25/2022)
RR
Minnesota(2/25/2022)
RR
Mississippi(2/25/2022)
RR
Missouri(2/25/2022)
RR
Montana(2/25/2022)
RR
Nebraska(2/25/2022)
RR
Nevada(2/25/2022)
RR
New Hampshire(2/25/2022)
RR
New Jersey(3/15/2021)
RR
New Mexico(8/26/2021)
RR
New York(3/15/2021)
RR
North Carolina(2/25/2022)
RR
North Dakota(2/25/2022)
RR
Ohio(3/16/2021)
RR
Oklahoma(2/25/2022)
RR
Oregon(2/25/2022)
RR
Pennsylvania(3/15/2021)
RR
Rhode Island(2/25/2022)
RR
South Carolina(2/25/2022)
RR
South Dakota(2/25/2022)
RR
Tennessee(2/25/2022)
RR
Texas(6/4/2021)
IAR
Texas(3/31/2025)
RR
Utah(2/25/2022)
RR
Vermont(2/25/2022)
RR
Virginia(2/25/2022)
RR
Washington(2/25/2022)
RR
West Virginia(8/26/2021)
RR
Wisconsin(2/25/2022)
RR
Wyoming(2/25/2022)
Exams
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
Benefits & Planning Consultant, Executive ServicesCRD#: 104555Boca Raton, FLTRUST BUT VERIFY
Monitor Gaelle Isrow
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
