Michael J. Gerbus

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

• 05/2015 → 01/2020
  Homes By Gerbus
  Cincinnati, OH
• 01/2019 → 08/2019
  Cincinnati Financial
  Cincinnati, OH
• 08/2016 → 05/2020
  Student - Miami University
  Oxford, OH
• 06/2020 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-11-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY

Exams

• S66 Uniform Combined State Law Examination
  2020-11-05

Designations

• Certified Financial Planner

Other Names

• Michael Joseph Gerbus
• Mike Joseph Gerbus
• Michael Gerbus