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John Gersbeck

Strategic Advisers LLC

Smithfield, RI

Providence, 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

Providence, 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
Full Time Student Warwick RI 01/2014 11/2019
Fidelity Investments Smithfield RI 02/2024 Present
Del'S Lemonade Westerly RI 06/2016 09/2019
Citizens Bank Johnston RI 08/2021 02/2022
Gaudette Insurance Agency Grafton MA 01/2023 09/2023
Unemployed Providence RI 10/2023 02/2024
State Of Rhode Island Dbr Cranston RI 02/2022 12/2022
Cvs Pharmacy Westerly RI 11/2015 07/2019
Amica Mutual Insurance Company Lincoln RI 11/2019 08/2021
Fidelity Investments Boston MA 03/2025 Present
  • 01/2014 → 11/2019
    Full Time Student
    Warwick, RI
  • 02/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 06/2016 → 09/2019
    Del'S Lemonade
    Westerly, RI
  • 08/2021 → 02/2022
    Citizens Bank
    Johnston, RI
  • 01/2023 → 09/2023
    Gaudette Insurance Agency
    Grafton, MA
  • 10/2023 → 02/2024
    Unemployed
    Providence, RI
  • 02/2022 → 12/2022
    State Of Rhode Island Dbr
    Cranston, RI
  • 11/2015 → 07/2019
    Cvs Pharmacy
    Westerly, RI
  • 11/2019 → 08/2021
    Amica Mutual Insurance Company
    Lincoln, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Providence, RI
    Smithfield, RI
Other Businesses

OBA-130767|OrgNmn:John's Ebay |Org Addr:Providence,Rhode Isla,US|OBA Nature:Ebay sales |Invst Rel:N|Title:Seller |Duties:Selling items |StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-16
  • S66 Uniform Combined State Law Examination
    2024-10-16

View on SEC IAPD

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