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.

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

Feb 28, 1997earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S66|S63

First exam

Feb 28, 1997

First registration

Mar 13, 2000

Dual registered

yes, broker-dealer

Other names

GAYLE M WALDON|GAYLE MARITZA WALDON|Gayle Waldon

IAPD individual key

2791308

• Occurred

  Nov 20, 2025
  Advisor changed firm

  Gayle M. Waldon left Morgan Stanley for Strategic Advisers Llc (registered 2026-03-26)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fce190c1-8de8-9bb6-1bbf-d09cc9ccbe64

First observed

Mar 13, 2000

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.