Gerasimos Melissaratos

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

• 07/2013 → 04/2020
  Td Ameritrade
  Marlton, NJ
• 06/1999 → 04/2020
  Self Employed
  Moorestown, NJ
• 04/2020 → Present
  Fidelity Brokerage Services, Llc.
  Princeton, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-05-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Princeton, NJ
• 2013-09-17 → 2020-04-15
  Td Ameritrade, Inc.
  Marlton, NJ
  West Marlton, NJ
  Marlton, NJ
  Radnor, PA
  Princeton, NJ
• 2013-09-17 → 2020-04-15
  Td Ameritrade Investment Management, Llc
  Marlton, NJ
  Marlton, NJ
  Marlton, NJ
  Radnor, PA
  Princeton, NJ

Other Businesses

OBA-15102|OrgNmn:GM Entertainment Group|Org Addr:moorestown,New Jersey,US|OBA Nature:Provide music and DJing servic|Invst Rel:N|Title:DJ/Owner|Duties:Play music at weddings, birthdays and other private events.|StrtDt:05-06-20|TotHrs/mon:10|TrdHrs/mon:0|OBA-121052|OrgNmn:Chinese School of South Jersey|Org Addr:cherry hil,New Jersey,US|OBA Nature:language and culture organizat|Invst Rel:N|Title:board trustee member|Duties:volunteer in administrative ways and help make decisions around cultural and school activities.|StrtDt:09-02-25|TotHrs/mon:4|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2013-09-09
• S63 Uniform Securities Agent State Law Examination
  2011-06-26

Other Names

• Mike Melissaratos