Robert P. Gerl
STRATEGIC ADVISERS LLC | Investment Consultant
MANASSAS, VA
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CRD#: 6312165
Professional summary
Robert Patrick Gerl, who also goes by Robert P. Gerl, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Manassas, Virginia and FIDELITY BROKERAGE SERVICES LLC located in Reston, Virginia.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Robert has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I help families plan for the future through goals based wealth management to create lasting generational wealth. My process is consultative and educational and the factors that are discussed during the conversations take into consideration personal preferences and attitudes towards investing to provide peace of mind.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert P. Gerl
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-67769|OrgNmn:Points Travel Advising LLC|Org Addr:Manassas,Virginia,US|OBA Nature:Travel agency focused on award|Invst Rel:N|Title:Single Member LLC Owner|Duties:Mostly dormant business. I don't want to close it down because a business credit card exists. Earned a $534 commission in 2021. Use of travel |StrtDt:04-30-18|TotHrs/mon:0.1|TrdHrs/mon:0|OBA-67768|OrgNmn:Retail Arbitrage Opportunities LLC|Org Addr:Manassas,Virginia,US|OBA Nature:E-commerce retail sales on ama|Invst Rel:N|Title:Officer|Duties:Dormant Single Member LLC to be closed in 2025|StrtDt:04-01-19|TotHrs/mon:10|TrdHrs/mon:0|OBA-67770|OrgNmn:Battlefield Tactical LLC|Org Addr:Manassas,Virginia,US|OBA Nature:Firearm safety training|Invst Rel:N|Title:Partner|Duties:25% minority owner of a family business. I am a certified instructor, coach, and range safety officer responsible for conducting training clas|StrtDt:10-28-20|TotHrs/mon:8|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Robert Patrick Gerl'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 London- The London School of Economics and Political Science
Master of Science (MS) - Economics and Finance
Virginia Commonwealth University
Bachelor of Science (BS) - Financial Planning
University of Alabama
Bachelor of Science (BS) - Commerce and Business Administration
2021
Northern Virginia Community College
Associate of Science - Business Administration
2011
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 11957 Democracy Drive, Reston, VA 20190RIA
CRD#: 104555
MANASSAS, VA
Current
April 26, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 11957 Democracy Drive, Reston, VA 20190BD
CRD#: 7784
Reston, VA
Past
April 28, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
RESTON, VA
Past
June 12, 2020 - January 5, 2021
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
VIENNA, VA
Past
May 13, 2020 - January 5, 2021
NYLIFE SECURITIES LLC
BD
CRD#: 5167
VIENNA, VA
Past
October 20, 2015 - July 3, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
VIENNA, VA
Past
October 20, 2015 - July 3, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
VIENNA, VA
Past
December 11, 2014 - October 6, 2015
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
FALLS CHURCH, VA
Past
November 7, 2014 - October 6, 2015
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
FALLS CHURCH, VA
Past
August 22, 2014 - September 30, 2014
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
GLEN ALLEN, VA
Past
May 20, 2014 - September 30, 2014
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
GLEN ALLEN, VA
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(4/6/2023)
RR
Colorado(1/6/2024)
RR
Connecticut(1/6/2024)
RR
Delaware(4/26/2022)
RR
District of Columbia(4/26/2022)
RR
Florida(4/26/2022)
RR
Georgia(4/7/2023)
RR
Illinois(9/18/2023)
RR
Indiana(1/6/2024)
RR
Kentucky(4/4/2024)
RR
Louisiana(2/1/2024)
RR
Maine(8/16/2023)
RR
Maryland(4/26/2022)
RR
Massachusetts(1/6/2024)
RR
Michigan(6/5/2023)
RR
Minnesota(6/5/2023)
RR
Missouri(11/14/2024)
RR
New Jersey(7/21/2023)
RR
New York(4/11/2023)
RR
North Carolina(4/26/2022)
RR
Ohio(1/6/2024)
RR
Pennsylvania(7/27/2022)
RR
South Carolina(1/6/2024)
RR
South Dakota(8/16/2023)
RR
Tennessee(4/4/2024)
RR
Texas(1/6/2024)
IAR
Texas(3/31/2025)
RR
Virginia(4/26/2022)
IAR
Virginia(3/31/2025)
RR
Washington(6/28/2022)
RR
West Virginia(4/26/2022)
RR
Wisconsin(1/6/2024)
RR
Wyoming(8/21/2024)
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
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.
