Gerald E. Rienton
STRATEGIC ADVISERS LLC | Investment Consultant
NAPERVILLE, IL
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CRD#: 7030610
Professional summary
Gerald Esquivel Rienton, who also goes by Gerald E Rienton, Gerald Esquivel Rienton, Gerald Rienton, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Naperville, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Geneva, Illinois.
Gerald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Gerald has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
Biography
As an Investment Consultant, my goal is to understand your financial goals and dreams through financial planning. With the help of Fidelity's tools and resources, my hope is that we can co-create a plan that you and your family can be proud of. I'm passionate about building relationships on trust, reliability, and curiosity.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gerald E Rienton | Gerald Esquivel Rienton | Gerald Rienton
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 Gerald Esquivel Rienton'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
Northern Illinois University
Bachelor of Arts (BA) - COMMUNICATION
2014
College of DuPage
Associate of Arts - GENERAL STUDIES
2012
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 987 S Randall Rd, Geneva, IL 60134RIA
CRD#: 104555
NAPERVILLE, IL
Current
December 26, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 987 S Randall Rd, Geneva, IL 60134BD
CRD#: 7784
Geneva, IL
Past
April 7, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GENEVA, IL
Past
December 12, 2018 - December 4, 2019
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
WHEATON, IL
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(9/21/2021)
RR
Arizona(10/12/2020)
RR
Arkansas(1/12/2021)
RR
California(1/12/2021)
RR
Colorado(1/12/2021)
RR
Delaware(9/21/2021)
RR
Florida(10/12/2020)
RR
Georgia(1/12/2021)
RR
Idaho(8/13/2025)
RR
Illinois(12/26/2019)
IAR
Illinois(3/31/2025)
RR
Indiana(10/12/2020)
RR
Iowa(10/12/2020)
RR
Kansas(1/12/2021)
RR
Kentucky(1/12/2021)
RR
Louisiana(9/21/2021)
RR
Maine(1/12/2021)
RR
Maryland(1/12/2021)
RR
Massachusetts(1/12/2021)
RR
Michigan(10/12/2020)
RR
Minnesota(1/12/2021)
RR
Missouri(1/12/2021)
RR
Nebraska(9/21/2021)
RR
Nevada(1/12/2021)
RR
New Hampshire(9/21/2021)
RR
New Jersey(1/12/2021)
RR
New York(1/12/2021)
RR
North Carolina(1/12/2021)
RR
North Dakota(9/21/2021)
RR
Ohio(1/13/2021)
RR
Oklahoma(9/21/2021)
RR
Pennsylvania(9/21/2021)
RR
South Carolina(1/12/2021)
RR
South Dakota(1/12/2021)
RR
Tennessee(1/12/2021)
RR
Texas(1/12/2021)
IAR
Texas(3/31/2025)
RR
Utah(1/12/2021)
RR
Virginia(1/12/2021)
RR
Wisconsin(10/12/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/6/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 12/12/2018
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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
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.
