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Elyse Gerber

Strategic Advisers LLC

Atlanta, GA

CRD 7858213

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-10-09
TX RA APPROVED 2025-03-31
  • GA RA
    APPROVED
    Since 2025-10-09
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Atlanta, GA • 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
Under The Age Of 18 Argyle NY 01/2014 04/2019
Rs Taylor And Sons Brewery Salem NY 04/2019 08/2019
University Center Club Tallahassee FL 09/2019 03/2020
Home Depot Saratoga Springs NY 04/2020 06/2020
Unemployed Tallahassee FL 06/2020 12/2020
Horizons Bar And Grill Tallahassee FL 01/2021 03/2021
Georgios Fine Dining Tallahassee FL 03/2021 07/2021
Nulife Resources Mold Remediation Remote NY 07/2021 01/2024
Independent Contractor Tallahassee FL 01/2021 12/2021
Florida Board Of Governors Tallahassee FL 01/2022 05/2022
Techtronic Industries Snelville GA 08/2023 12/2023
Fidelity Investments Dunwoody GA 01/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2014 → 04/2019
    Under The Age Of 18
    Argyle, NY
  • 04/2019 → 08/2019
    Rs Taylor And Sons Brewery
    Salem, NY
  • 09/2019 → 03/2020
    University Center Club
    Tallahassee, FL
  • 04/2020 → 06/2020
    Home Depot
    Saratoga Springs, NY
  • 06/2020 → 12/2020
    Unemployed
    Tallahassee, FL
  • 01/2021 → 03/2021
    Horizons Bar And Grill
    Tallahassee, FL
  • 03/2021 → 07/2021
    Georgios Fine Dining
    Tallahassee, FL
  • 07/2021 → 01/2024
    Nulife Resources Mold Remediation
    Remote, NY
  • 01/2021 → 12/2021
    Independent Contractor
    Tallahassee, FL
  • 01/2022 → 05/2022
    Florida Board Of Governors
    Tallahassee, FL
  • 08/2023 → 12/2023
    Techtronic Industries
    Snelville, GA
  • 01/2024 → Present
    Fidelity Investments
    Dunwoody, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Germantown, TN
    Memphis, TN
    Dunwoody, GA
    Atlanta, GA
Other Businesses

OBA-115300|OrgNmn:Elyse Amazon Influencer Page|Org Addr:cordova,Tennessee,US|OBA Nature:Fitness/fashion social media i|Invst Rel:N|Title:Amazon Influencer|Duties:Find "must haves" on Amazon for clothing, beauty, and fitness products, and share them on my social media platforms, including tiktok, instagr|StrtDt:|TotHrs/mon:16|TrdHrs/mon:0|OBA-122748|OrgNmn:International Follies Inc|Org Addr:Atlanta,Georgia,US|OBA Nature:Alluvia Restaurant|Invst Rel:N|Title:Server|Duties:Serve food and drinks on the weekends|StrtDt:|TotHrs/mon:24|TrdHrs/mon:0|OBA-117390|OrgNmn:Lifestyle Blog|Org Addr:Cordova,Tennessee,US|OBA Nature:Personal blog of lifestylee, f|Invst Rel:N|Title:social media influencer|Duties:post photos and videos of my lifestyle including activities with my dog, fashion, fitness, and wellness|StrtDt:06-01-25|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-09
  • S66 Uniform Combined State Law Examination
    2024-07-09
Other Names
  • Elyse C Gerber

View on SEC IAPD

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