Gerard William Wittstadt
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Strategic Advisers LLCMay 2025 to now
- Fidelity InvestmentsFeb 2025 to now
- Hsp DirectNov 2023 to Jan 2025
- AmazonOct 2023 to Feb 2025
- RagtimesAug 2023 to Jan 2024
- New York LifeAug 2023 to Oct 2023
- UnemployedMay 2023 to Aug 2024
- Chubbs Inc.Jan 2023 to May 2023
- National Solar EnerJun 2022 to Aug 2023
- Dockside RestaurantJun 2021 to Aug 2021
- Kayal Ari, LLCJun 2021 to Aug 2021
- Buffalo Wild WingsJun 2020 to Aug 2020
- DoordashMay 2020 to May 2020
- West Virginia UniversityAug 2019 to May 2023
- Loyola BlakefieldSep 2013 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7780146
- Firm CRD
- 104555