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Gerald A. Polcari

Strategic Advisers LLC

Ponte Vedra Beach, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-02-19
FL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2026-02-19
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Ponte Vedra Beach, FL • 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
OrganizationCityStateFromTo
Gw & Wade Asset Management Company, Inc. Wellesley MA 09/2007 10/2023
Fidelity Investments Ponte Vedra Beach FL 10/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2007 → 10/2023
    Gw & Wade Asset Management Company, Inc.
    Wellesley, MA
  • 10/2023 → Present
    Fidelity Investments
    Ponte Vedra Beach, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Ponte Vedra Beach, FL
  • 1997-12-23 → 2023-10-11
    Gw & Wade, Llc
    Wellesley, MA
    Wellesley, MA
Other Businesses

OBA-103606|OrgNmn:Polcari Family 2020 Irrevocable Trust|Org Addr:Plymouth,Massachuse,US|OBA Nature:Rental Real Estate|Invst Rel:Y|Title:Trustee|Duties:Property Management|StrtDt:10-23-23|TotHrs/mon:1|TrdHrs/mon:0|OBA-104579|OrgNmn:Little Bay Harbor Condominium Association, Inc|Org Addr:Ponte Vedr,Florida,US|OBA Nature:condominium association - comm|Invst Rel:N|Title:Director|Duties:condo association board of directors; manage vendors, budget, insurance etc|StrtDt:11-29-23|TotHrs/mon:2|TrdHrs/mon:0|OBA-103608|OrgNmn:Polcari Family 2016 Irrevocable Trust|Org Addr:Wareham,Massachuse,US|OBA Nature:Rental Real Estate|Invst Rel:Y|Title:Trustee|Duties:Property Management|StrtDt:10-23-23|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-19
S63 Uniform Securities Agent State Law Examination 1997-03-17
  • S65 Uniform Investment Adviser Law Examination
    2023-12-19
  • S63 Uniform Securities Agent State Law Examination
    1997-03-17
Other Names
  • Gerry Polcari
  • Gerald Polcari
  • Gerald Anthony Polcari

View on SEC IAPD

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