Robert Patrick Gerl

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-03-31
VA	RA	APPROVED	2025-03-31

TX RA
APPROVED_RES

Since 2025-03-31
VA RA
APPROVED

Since 2025-03-31

Branch Locations

Manassas, VA • United States

11957 Democracy Drive, Reston, VA 20190-5662 • 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

Organization	City	State	From	To
Bank Of America, N.A.	Chantilly	VA	10/2015	06/2019
Merrill Lynch, Pierce, Fenner & Smith Inc	Chantilly	VA	10/2015	06/2019
Retail Arbitrage Opportunities Llc	Manassas	VA	04/2019	Present
Nylife Securities Llc	Vienna	VA	05/2020	01/2021
New York Life Insurance Co	Vienna	VA	05/2020	01/2021
Eagle Strategies Llc	Vienna	VA	06/2020	01/2021
Fidelity Investments	Reston	VA	04/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2015 → 06/2019

Bank Of America, N.A.

Chantilly, VA
10/2015 → 06/2019

Merrill Lynch, Pierce, Fenner & Smith Inc

Chantilly, VA
04/2019 → Present

Retail Arbitrage Opportunities Llc

Manassas, VA
05/2020 → 01/2021

Nylife Securities Llc

Vienna, VA
05/2020 → 01/2021

New York Life Insurance Co

Vienna, VA
06/2020 → 01/2021

Eagle Strategies Llc

Vienna, VA
04/2022 → Present

Fidelity Investments

Reston, VA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-04-28 → 2025-03-31

Fidelity Personal And Workplace Advisors

Reston, VA
2020-06-12 → 2021-01-05

Eagle Strategies Llc

Vienna, VA
2015-10-20 → 2019-07-03

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chantilly, VA

Richmond, VA

Chantilly, VA

Vienna, VA

Stafford, VA
2014-12-11 → 2015-10-06

Msi Financial Services, Inc.

Falls Church, VA
2014-08-22 → 2014-09-30

Mml Investors Services, Llc

Glen Allen, VA

Other Businesses

OBA-67769|OrgNmn:Points Travel Advising LLC|Org Addr:Manassas,Virginia,US|OBA Nature:Travel agency focused on award|Invst Rel:N|Title:Single Member LLC Owner|Duties:Mostly dormant business. I don't want to close it down because a business credit card exists. Earned a $534 commission in 2021. Use of travel |StrtDt:04-30-18|TotHrs/mon:0.1|TrdHrs/mon:0|OBA-67768|OrgNmn:Retail Arbitrage Opportunities LLC|Org Addr:Manassas,Virginia,US|OBA Nature:E-commerce retail sales on ama|Invst Rel:N|Title:Officer|Duties:Dormant Single Member LLC to be closed in 2025|StrtDt:04-01-19|TotHrs/mon:1|TrdHrs/mon:0|OBA-67770|OrgNmn:Battlefield Tactical LLC|Org Addr:Manassas,Virginia,US|OBA Nature:Firearm safety training|Invst Rel:N|Title:Partner|Duties:25% minority owner of a family business. I am a certified instructor, coach, and range safety officer responsible for conducting training clas|StrtDt:10-28-20|TotHrs/mon:8|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-07-11

S66 Uniform Combined State Law Examination

2014-07-11

Other Names

Robert P. Gerl

View on SEC IAPD

More in Manassas, VA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor