Paul Gerard

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 01/2021
  Scottrade
  Granger, IN
• 02/2018 → 01/2021
  Td Ameritrade, Inc.
  Granger, IN
• 02/2018 → 01/2021
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 01/2021 → Present
  Fidelity Investments
  South Bend, IN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-03-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  South Bend, IN
• 2018-02-27 → 2021-01-11
  Td Ameritrade, Inc.
  Granger, IN
• 2018-02-26 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Granger, IN
• 2017-01-24 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO
• 2014-03-13 → 2015-08-24
  Fifth Third Securities, Inc.
  Mishawaka, IN
  Elkhart, IN
  South Bend, IN
  Niles, MI
• 2012-10-01 → 2014-03-03
  J.P. Morgan Securities Llc
  Elkhart, IN
  Elkhart, IN
• 2012-05-23 → 2012-10-01
  Chase Investment Services Corp.
  Elkhart, IN
  Elkhart, IN
• 2011-07-05 → 2012-02-22
  Lpl Financial Llc
  Goshen, IN
• 2009-03-31 → 2011-07-05
  Uvest Financial Services Group, Inc.
  Elkhart, IN
  Charlotte, NC
  Elkhart, IN
  Middlebury, IN
  Elkhart, IN
  Elkhart, IN
  Elkhart, IN

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2009-03-30
• S63 Uniform Securities Agent State Law Examination
  2002-10-02

Other Names

• Matt Gerard
• Paul Mathew Gerard