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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

GERALD GALLUP

Advisor at STRATEGIC ADVISERS LLC

SALT LAKE CITY, UT | SOUTH JORDAN, UT

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Search this name across graphsid dfx:ria:851920b8-d0e1-44dc-dbbf-4aede6619fbf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 13, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 8, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Sep 8, 2006
First registration: Nov 13, 2007
Dual registered: yes, broker-dealer
Other names: GERALD THOMAS GALLUP|GERALD T GALLUP|GERALD T GALLUP|GERALD T GALLUP|GERALD T GALLUP
IAPD individual key: 5165390

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	SALT LAKE CITY, UT\|SOUTH JORDAN, UT	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|SALT LAKE CITY, UT	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Feb 11, 2015	Jul 13, 2018	no	SALT LAKE CITY, UT	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Feb 24, 2010	Feb 3, 2015	no	Naperville, IL	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Nov 13, 2007	Jan 29, 2010	no	SALT LAKE CITY, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
CHARLES SCHWAB & CO., INC.	STRATEGIC ADVISERS LLC	Feb 3, 2015	Feb 11, 2015	8	Firm change	Ibd to ibd
STRATEGIC ADVISERS LLC	CHARLES SCHWAB & CO., INC.	Jan 29, 2010	Feb 24, 2010	26	Firm change	Ibd to ibd

Relationships

Registered with (3)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Feb 11, 2015 to Jul 13, 2018factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Feb 24, 2010 to Feb 3, 2015factForm ADV

Dated events

No dated event names this entity yet.