Gregory Matthew Berlant

CRD 5456957 · Fidelity Brokerage Services LLC · Woodland Hills, CA

IA RegisteredBroker

Also appears in the source record as: Greg Berlant

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 66SIESeries 3Series 31Series 7
Registered states (17): Arizona · California · Florida · Idaho · Illinois · Maine · Maryland · Michigan · Nevada · New Jersey · New York · North Carolina · Oregon · South Dakota · Texas · Virginia · Washington
Years in the industry (source record): 18
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (9)

From the source registration record · current first

Strategic Advisers LLCCurrent
Calabasas, CA · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Calabasas, CA · BD capacity

Nov 12, 2018 → present
Fidelity Brokerage Services LLCCurrent
Woodland Hills, CA · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Nov 15, 2018 → Mar 31, 2025
Td Ameritrade, Inc.
BD capacity

Dec 23, 2008 → Oct 25, 2018
Td Ameritrade, Inc.
IA capacity

Dec 23, 2008 → Oct 25, 2018
Td Ameritrade Investment Management, LLC
IA capacity

Dec 23, 2008 → Oct 25, 2018
Morgan Stanley & Co. Incorporated
IA capacity

Mar 20, 2008 → Sep 22, 2008
Morgan Stanley & Co. Incorporated
BD capacity

Jan 21, 2008 → Sep 22, 2008

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 5456957 ↗ FINRA BrokerCheck record for CRD 5456957 ↗ 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.