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Kevin Gertsman

Strategic Advisers LLC

Smithfield, RI

East Greenwich, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

East Greenwich, RI • 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
OrganizationCityStateFromTo
Fidelity Investments Smithfield RI 10/2021 Present
Initium Consulting Group Llc West Palm Beach FL 08/2019 10/2021
Ra Medical Systems Carlsbad CA 01/2012 08/2019
Fidelity Investments Boston MA 03/2025 Present
  • 10/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 08/2019 → 10/2021
    Initium Consulting Group Llc
    West Palm Beach, FL
  • 01/2012 → 08/2019
    Ra Medical Systems
    Carlsbad, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-16
  • S66 Uniform Combined State Law Examination
    2022-05-16
Other Names
  • Kevin David Gertsman
  • Kevin D Gertsman

View on SEC IAPD

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