Gersain Alvarado
STRATEGIC ADVISERS | Investment Consultant
ALLENTOWN, NJ
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CRD#: 7080827
Professional summary
Gersain Alvarado, who also goes by Gersain Alexander Alvarado, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Allentown, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Covington, Kentucky.
Gersain is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Gersain has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
As an Investment Consultant I will further strengthen relationships with clients by identifying needs, exceeding service expectations and following through on commitments. I partner with clients to co-create and implement financial plans to strive for peace of mind in savings and retirement.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gersain Alexander Alvarado
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 Gersain Alvarado'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
Richard Stockton College of New Jersey
Bachelor of Arts (BA) - Psychology
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
ALLENTOWN, NJ
Current
November 10, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 100 Howe Drive, Covington, KY 41015BD
CRD#: 7784
Covington, KY
Past
December 15, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SHREWSBURY, NJ
Past
March 11, 2020 - October 28, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PENNINGTON, NJ
Past
January 3, 2020 - October 28, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PENNINGTON, 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
Alabama(8/4/2025)
RR
Alaska(8/4/2025)
RR
Arizona(8/4/2025)
RR
Arkansas(8/4/2025)
RR
California(8/4/2025)
RR
Colorado(8/4/2025)
RR
Connecticut(8/4/2025)
RR
Delaware(8/4/2025)
RR
District of Columbia(8/4/2025)
RR
Florida(11/10/2021)
RR
Georgia(8/4/2025)
RR
Hawaii(8/4/2025)
RR
Idaho(8/4/2025)
RR
Illinois(8/4/2025)
RR
Indiana(8/4/2025)
RR
Iowa(8/4/2025)
RR
Kansas(8/4/2025)
RR
Kentucky(8/4/2025)
RR
Louisiana(8/4/2025)
RR
Maine(8/4/2025)
RR
Maryland(8/4/2025)
RR
Massachusetts(8/4/2025)
RR
Michigan(8/4/2025)
RR
Minnesota(8/4/2025)
RR
Mississippi(8/4/2025)
RR
Missouri(8/4/2025)
RR
Montana(8/4/2025)
RR
Nebraska(8/4/2025)
RR
Nevada(8/4/2025)
RR
New Hampshire(8/4/2025)
RR
New Jersey(11/10/2021)
IAR
New Jersey(3/31/2025)
RR
New Mexico(8/4/2025)
RR
New York(11/10/2021)
RR
North Carolina(8/4/2025)
RR
North Dakota(8/4/2025)
RR
Ohio(8/4/2025)
RR
Oklahoma(8/4/2025)
RR
Oregon(8/4/2025)
RR
Pennsylvania(11/10/2021)
RR
Puerto Rico(8/4/2025)
RR
Rhode Island(8/4/2025)
RR
South Carolina(8/4/2025)
RR
South Dakota(8/4/2025)
RR
Tennessee(8/4/2025)
RR
Texas(8/4/2025)
IAR
Texas(8/19/2025)
RR
Utah(8/4/2025)
RR
Vermont(8/4/2025)
RR
Virginia(8/4/2025)
RR
Washington(8/4/2025)
RR
West Virginia(8/4/2025)
RR
Wisconsin(8/4/2025)
RR
Wyoming(8/4/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/3/2020
General Securities 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)Loading...
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
Investment ConsultantCRD#: 104555Allentown, NJTRUST BUT VERIFY
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Contact information
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