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Gregory Matthew Berlant

Strategic Advisers LLC

Woodland Hills, CA

Calabasas, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215 • United States

Calabasas, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade Encino CA 09/2008 10/2018
Fidelity Brokerage Services Llc Woodland Hills CA 10/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2008 → 10/2018
    Td Ameritrade
    Encino, CA
  • 10/2018 → Present
    Fidelity Brokerage Services Llc
    Woodland Hills, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-11-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Woodland Hills, CA
  • 2008-12-23 → 2018-10-25
    Td Ameritrade, Inc.
    Encino, CA
  • 2008-12-23 → 2018-10-25
    Td Ameritrade Investment Management, Llc
    Encino, CA
    E, CA
  • 2008-03-20 → 2008-09-22
    Morgan Stanley & Co. Llc
    Beverly Hills, CA
Other Businesses

OBA-11577|OrgNmn:Paper Trail by Laura B|Org Addr:Calabasas,California,US|OBA Nature:Online Sales of party goods|Invst Rel:N|Title:Bookeeper|Duties:General bookkeeping and payroll for wife's business|StrtDt:03-01-11|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-12
  • S66 Uniform Combined State Law Examination
    2008-02-12
Other Names
  • Greg Berlant

View on SEC IAPD

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LPL FINANCIAL LLC
LINCOLN INVESTMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIGROUP GLOBAL MARKETS INC.
CHELSEA MANAGEMENT COMPANY

Other Investors

MICHAEL WILLIAM JOHNS
STEWART E SCHRADER
Daniel Polyakov
Carol Ann Casebolt
Homer Jonathan Reed Wilson
JAMES MATTHEW PATTON
LISA ESTELLE HARWOOD
JEFFREY ALAN HARWOOD

Other Offices

MERCER GLOBAL ADVISORS INC. · Woodland Hills, CA
INDEPENDENT FINANCIAL GROUP, LLC · Woodland Hills, CA
VENTURA ADVISORS · WOODLAND HILLS, CA
LPL FINANCIAL LLC · WOODLAND HILLS, CA
LINCOLN INVESTMENT · WOODLAND HILLS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Woodland Hills, CA
CITIGROUP GLOBAL MARKETS INC. · Woodland Hills, CA
CHELSEA MANAGEMENT COMPANY · WOODLAND HILLS, CA

More in Woodland Hills, CA

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