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ROBERT PATRICK GERL
ROBERT P. GERL
CRD#: 6312165
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 11957 DEMOCRACY DRIVE
RESTON, VA 20190
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 11957 DEMOCRACY DRIVE
RESTON, VA 20190
Registration History
20142015201620172018201920202021202220232024202520262 FIRMS2014 - 2014 (<1 year)2 FIRMS2014 - 2015 (<1 year)2 FIRMS2015 - 2019 (3 years)2 FIRMS2020 - 2021 (<1 year)2 FIRMS2022 - Present (2 years)
License(s)

State Registrations

B
California 4/6/2023

B
New Jersey 7/21/2023

B
Colorado 1/6/2024

B
New York 4/11/2023

B
Connecticut 1/6/2024

B
North Carolina 4/26/2022

B
Delaware 4/26/2022

B
Ohio 1/6/2024

B
District of Columbia 4/26/2022

B
Pennsylvania 7/27/2022

B
Florida 4/26/2022

B
South Carolina 1/6/2024

B
Georgia 4/7/2023

B
South Dakota 8/16/2023

B
Illinois 9/18/2023

B
Tennessee 4/4/2024

B
Indiana 1/6/2024

B
Texas 1/6/2024

B
Kentucky 4/4/2024

IA
Texas 3/4/2024

B
Louisiana 2/1/2024

B
Virginia 4/26/2022

B
Maine 8/16/2023

IA
Virginia 4/28/2022

B
Maryland 4/26/2022

B
Washington 6/28/2022

B
Massachusetts 1/6/2024

B
West Virginia 4/26/2022

B
Michigan 6/5/2023

B
Wisconsin 1/6/2024

B
Minnesota 6/5/2023

B
Wyoming 8/21/2024

B
Missouri 11/14/2024

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)
11957 DEMOCRACY DRIVE, RESTON, VA 20190
Registered with this firm since 4/28/2022

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
11957 DEMOCRACY DRIVE, RESTON, VA 20190
MANASSAS, VA
Registered with this firm since 4/26/2022

Previous Registration(s)
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IA
06/12/2020 - 01/05/2021 EAGLE STRATEGIES LLC (CRD#:110826) VIENNA, VA
B
05/13/2020 - 01/05/2021 NYLIFE SECURITIES LLC (CRD#:5167) VIENNA, VA
IA
10/20/2015 - 07/03/2019 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) VIENNA, VA
B
10/20/2015 - 07/03/2019 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) VIENNA, VA
IA
12/11/2014 - 10/06/2015 METLIFE SECURITIES INC. (CRD#:14251) FALLS CHURCH, VA
B
11/07/2014 - 10/06/2015 METLIFE SECURITIES INC. (CRD#:14251) FALLS CHURCH, VA
IA
08/22/2014 - 09/30/2014 MML INVESTORS SERVICES, LLC (CRD#:10409) GLEN ALLEN, VA
B
05/20/2014 - 09/30/2014 MML INVESTORS SERVICES, LLC (CRD#:10409) GLEN ALLEN, VA
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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.