Gerardo Andres Serrano

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

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

TX RA
APPROVED

Since 2025-03-31
VA RA
APPROVED

Since 2025-03-31

Branch Locations

Midlothian, VA • United States

11114 West Broad St, Glen Allen, VA 23060-5813 • 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
Fidelity Investments	Glen Allen	VA	10/2023	Present
Atlantic Union Bank	Midlothian	VA	09/2021	10/2023
Wells Fargo	Midlothian	VA	02/2020	09/2021
Wells Fargo	Midlothian	VA	01/2019	02/2020
Tgi Fridays	Midlothian	VA	10/2016	01/2019
Unemployed	Midlothian	VA	10/2013	10/2016
Fidelity Investments	Boston	MA	03/2025	Present

10/2023 → Present

Fidelity Investments

Glen Allen, VA
09/2021 → 10/2023

Atlantic Union Bank

Midlothian, VA
02/2020 → 09/2021

Wells Fargo

Midlothian, VA
01/2019 → 02/2020

Wells Fargo

Midlothian, VA
10/2016 → 01/2019

Tgi Fridays

Midlothian, VA
10/2013 → 10/2016

Unemployed

Midlothian, VA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-03-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Glen Allen, VA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-02-16

S66 Uniform Combined State Law Examination

2024-02-16

View on SEC IAPD

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