GM
Gerasimos Melissaratos
STRATEGIC ADVISERS LLC
MOORESTOWN, NJ
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CRD#: 5908089
GM
Professional summary
Gerasimos Melissaratos, who also goes by Mike Melissaratos, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Moorestown, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Princeton, New Jersey.
Gerasimos is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Gerasimos has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 10, Series 9 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mike Melissaratos
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.
OBA-14970|OrgNmn:GM Entertainment Group|Org Addr:moorestown,New Jersey,US|OBA Nature:Engages in providing music to |Invst Rel:N|Title:DJ Makis|Duties:I DJ and MC at weddings, celebrations and private events|StrtDt:04-01-20|TotHrs/mon:20|TrdHrs/mon:0|OBA-15102|OrgNmn:GM Entertainment Group|Org Addr:moorestown,New Jersey,US|OBA Nature:Provide music and DJing servic|Invst Rel:N|Title:DJ/Owner|Duties:Play music at weddings, birthdays and other private events.|StrtDt:05-06-20|TotHrs/mon:10|TrdHrs/mon:0|OBA-106274|OrgNmn:St. Thomas Greek Orthodox Church|Org Addr:Cherry Hil,New Jersey,US|OBA Nature:Religious/Church|Invst Rel:N|Title:Stewardship Chair|Duties:help facilitate fundraising activities, and awareness to attract new members.|StrtDt:02-01-24|TotHrs/mon:4|TrdHrs/mon:0|OBA-121052|OrgNmn:Chinese School of South Jersey|Org Addr:cherry hil,New Jersey,US|OBA Nature:language and culture organizat|Invst Rel:N|Title:board trustee member|Duties:volunteer in administrative ways and help make decisions around cultural and school activities.|StrtDt:09-02-25|TotHrs/mon:4|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Gerasimos Melissaratos'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540-5924RIA
CRD#: 104555
MOORESTOWN, NJ
Current
April 28, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540BD
CRD#: 7784
Princeton, NJ
Past
May 13, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PRINCETON, NJ
Past
September 17, 2013 - April 15, 2020
TD AMERITRADE, INC.
RIA
CRD#: 7870
PRINCETON, NJ
Past
September 17, 2013 - April 15, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
PRINCETON, NJ
Past
August 14, 2013 - April 15, 2020
TD AMERITRADE, INC.
BD
CRD#: 7870
PRINCETON, NJ
Past
May 13, 2011 - May 24, 2012
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
MOUNT LAUREL, 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
Massachusetts(11/10/2022)
RR
New Jersey(4/28/2020)
IAR
New Jersey(3/31/2025)
RR
Texas(11/10/2022)
IAR
Texas(3/31/2025)
RR
Utah(11/10/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory 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
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.
