Gersain Alvarado

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

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

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-08-19
NJ	RA	APPROVED	2025-03-31

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	03/2019	10/2021
Self-Employed	Millstone	NJ	11/2015	02/2018
Fedex	Hamilton	NJ	01/2018	02/2019
Tgi Friday's	Hamilton	NJ	03/2019	07/2019
Bank Of America, N.A.	Pennington	NJ	07/2021	10/2021
Fidelity Investments	Shrewsbury	NJ	10/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2019 → 10/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
11/2015 → 02/2018

Self-Employed

Millstone, NJ
01/2018 → 02/2019

Fedex

Hamilton, NJ
03/2019 → 07/2019

Tgi Friday's

Hamilton, NJ
07/2021 → 10/2021

Bank Of America, N.A.

Pennington, NJ
10/2021 → Present

Fidelity Investments

Shrewsbury, NJ
03/2025 → Present

Fidelity Investments

Boston, MA

2021-12-15 → 2025-03-31

Fidelity Personal And Workplace Advisors

Shrewsbury, NJ
2020-03-11 → 2021-10-28

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Pennington, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-03-05