Gerald Malinow

CRD 1718747 · Strategic Advisers LLC · Garden City, NY

IA RegisteredBroker

Also appears in the source record as: Gerald Leon Malinow; Gerry Malinow

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 65Series 63SIESeries 3Series 7
Registered states (23): Arizona · California · Colorado · Connecticut · Florida · Illinois · Kentucky · Louisiana · Maryland · Massachusetts · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Vermont · Virginia
Years in the industry (source record): 39
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 1718747 contains one or more disclosure events as of Aug 20, 2026.

findmyFA.app does not reproduce, summarise, characterise, or interpret the content of disclosure events. A disclosure event is a category of entry in a regulatory record; it is not, by itself, a finding of wrongdoing. Read the events in full on the official systems:

FINRA BrokerCheck ↗ · SEC IAPD ↗

Current firm

From the firm record

Firm: Strategic Advisers LLC
Firm CRD: 104555
SEC number: 801-13243
Assets under management: $1.4T as of Mar 30, 2026
Website: www.linkedin.com/showcase/womentalkmoney ↗
Phone: 617-563-7000
Firm location: Boston, MA, 02210-2698

Employment history (11)

From the source registration record · current first

Strategic Advisers LLCCurrent
Garden City, NY · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Dix Hills, NY · BD capacity

Jan 17, 2012 → present
Fidelity Personal And Workplace Advisors
IA capacity

Jul 13, 2018 → Mar 31, 2025
Strategic Advisers LLC
IA capacity

Nov 14, 2013 → Jul 13, 2018
First Equity Capital Securities, Inc.
BD capacity

Jan 17, 2007 → Jan 3, 2012
First Equity Capital Securities, Inc.
BD capacity

Jan 8, 2004 → Feb 17, 2005
Prudential Securities Incorporated
BD capacity

Apr 8, 1997 → Jan 28, 2002
Smith Barney Inc.
BD capacity

Jul 31, 1993 → Apr 18, 1997
Lehman Brothers Inc.
BD capacity

Feb 16, 1993 → Jul 31, 1993
Smith Barney, Harris Upham & Co., Incorporated
BD capacity

Aug 7, 1989 → Feb 17, 1993
Gruntal & Co. Incorporated
BD capacity

Oct 22, 1987 → Mar 1, 1989

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 1718747 ↗ FINRA BrokerCheck record for CRD 1718747 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.