Gerard Bessette

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Los Altos, CA • United States

251 University Avenue, Palo Alto, CA 94301-1714 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Penn Mutual Life Ins Co	Horsham	PA	10/2016	05/2017
Hornor Townsend & Kent Inc	Horsham	PA	11/2016	05/2017
Td Ameritrade	Campbell	CA	05/2017	03/2019
Fidelity Brokerage Services Llc	Palo Alto	CA	04/2019	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2016 → 05/2017

Penn Mutual Life Ins Co

Horsham, PA
11/2016 → 05/2017

Hornor Townsend & Kent Inc

Horsham, PA
05/2017 → 03/2019

Td Ameritrade

Campbell, CA
04/2019 → Present

Fidelity Brokerage Services Llc

Palo Alto, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-04-15 → 2025-03-31

Fidelity Personal And Workplace Advisors

Palo Alto, CA
2017-06-02 → 2019-04-01

Td Ameritrade, Inc.

Campbell, CA
2017-06-02 → 2019-04-01

Td Ameritrade Investment Management, Llc

Campbell, CA
2016-12-20 → 2017-04-28

Hornor, Townsend & Kent, Llc

Redwood Shores, CA
2016-08-31 → 2016-09-01

Cuso Financial Services, L.P.

San Jose, CA

San Diego, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-08-30
S63	Uniform Securities Agent State Law Examination	2014-12-22

S65 Uniform Investment Adviser Law Examination

2016-08-30
S63 Uniform Securities Agent State Law Examination

2014-12-22

Other Names

Gerard Philippe Bessette

View on SEC IAPD