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Tela Gerber

Strategic Advisers LLC

Portsmouth, NH

Somersworth, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

54 Maplewood Ave, Portsmouth, NH 03801-3712 • United States

Somersworth, NH • 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
Nationwide Investment Services Corporation Columbus OH 11/2021 12/2022
Tailored Management Columbus OH 04/2021 11/2021
Home Depot Saratoga Springs NY 05/2020 03/2021
Foodworks Syracuse NY 08/2018 05/2020
Foodworks Syracuse NY 08/2016 08/2018
Fidelity Investments Portsmouth NH 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2021 → 12/2022
    Nationwide Investment Services Corporation
    Columbus, OH
  • 04/2021 → 11/2021
    Tailored Management
    Columbus, OH
  • 05/2020 → 03/2021
    Home Depot
    Saratoga Springs, NY
  • 08/2018 → 05/2020
    Foodworks
    Syracuse, NY
  • 08/2016 → 08/2018
    Foodworks
    Syracuse, NY
  • 01/2023 → Present
    Fidelity Investments
    Portsmouth, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Portsmouth, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-13
S63 Uniform Securities Agent State Law Examination 2022-08-31
  • S65 Uniform Investment Adviser Law Examination
    2023-09-13
  • S63 Uniform Securities Agent State Law Examination
    2022-08-31
Other Names
  • Tela Marie Gerbert
  • Tela Marie Gerber

View on SEC IAPD

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ESTATE PLANNERS OF NEW ENGLAND, LLC
PISCATAQUA RESEARCH INC.
PATRIOT ADVISORY GROUP

Other Investors

TODD MICHAEL CESCA
Renee Elizabeth Hickey
KAREN LEE ZARAMBA
JAMES ALLEN BOSSIEUX
KATY MORRISON CARR
SAMUEL RICHARDSON REID
LENA WYAND
SARAH SERLING CLAPP

Other Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH
KWM FINANCIAL LLC · PORSTMOUTH, NH
GOLDEN FINANCIAL SERVICES · PORTSMOUTH, NH
ESTATE PLANNERS OF NEW ENGLAND, LLC · PORTSMOUTH, NH
PISCATAQUA RESEARCH INC. · PORTSMOUTH, NH
PATRIOT ADVISORY GROUP · PORTSMOUTH, NH

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