• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
GERALD ANTHONY POLCARI
GERRY POLCARI, Gerald Polcari
CRD#: 1130799
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 PONTE VEDRA BEACH, FL
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 PONTE VEDRA BEACH, FL
Registration History
1985199019952000200520102015202020252 FIRMS1997 - 2023 (26 years)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2024 - Present (1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2023 - Present (1 year)BWZW FINANCIAL SERVICES, INC. (CRD# 5717)1983 - 1985 (2 years)
Disclosure(s)
View By:
1/23/2019
Customer Dispute
Settled
License(s)

State Registrations

B
Alabama 12/6/2023

B
Montana 12/4/2023

B
Alaska 12/11/2023

B
Nebraska 11/30/2023

B
Arizona 12/12/2023

B
Nevada 12/6/2023

B
Arkansas 12/7/2023

B
New Jersey 12/5/2023

B
California 11/30/2023

B
New Mexico 12/5/2023

B
Colorado 12/5/2023

B
New York 12/14/2023

B
Connecticut 11/30/2023

B
North Carolina 12/1/2023

B
Delaware 12/19/2023

B
North Dakota 12/4/2023

B
District of Columbia 12/11/2023

B
Ohio 11/30/2023

B
Florida 12/4/2023

B
Oklahoma 12/4/2023

IA
Florida 4/8/2024

B
Oregon 12/1/2023

B
Georgia 12/1/2023

B
Pennsylvania 12/5/2023

B
Hawaii 1/23/2024

B
Puerto Rico 12/13/2023

B
Idaho 11/30/2023

B
Rhode Island 12/4/2023

B
Illinois 12/12/2023

B
South Carolina 12/7/2023

B
Indiana 12/5/2023

B
South Dakota 12/4/2023

B
Iowa 12/1/2023

B
Tennessee 12/4/2023

B
Kansas 12/4/2023

B
Texas 11/30/2023

B
Kentucky 12/5/2023

IA
Texas 1/9/2024

B
Louisiana 12/8/2023

B
Utah 12/4/2023

B
Maine 12/4/2023

B
Vermont 12/4/2023

B
Maryland 12/4/2023

B
Virgin Islands 12/6/2023

B
Massachusetts 2/14/2024

B
Virginia 12/5/2023

B
Michigan 12/6/2023

B
Washington 12/4/2023

B
Minnesota 11/30/2023

B
West Virginia 12/4/2023

B
Mississippi 12/4/2023

B
Wisconsin 11/30/2023

B
Missouri 12/4/2023

B
Wyoming 12/4/2023

SRO Registrations

B
FINRA

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
PONTE VEDRA BEACH, FL
Registered with this firm since 1/9/2024

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
PONTE VEDRA BEACH, FL
Registered with this firm since 11/30/2023

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
12/23/1997 - 10/11/2023 GW & WADE, LLC (CRD#:105394) WELLESLEY, MA
B
03/03/1997 - 10/11/2023 GW & WADE ASSET MANAGEMENT COMPANY, LLC (CRD#:25745) WELLESLEY, MA
B
06/06/1983 - 06/24/1985 WZW FINANCIAL SERVICES, INC. (CRD#:5717)
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.