Gina M. Gonzalez

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CRD#: 5681506

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gina Marie Gonzalez, CFP®, who also goes by Gina Marie Gonzalez, Gina Marie Pagano, was a registered financial professional .

Gina is a previously registered financial professional and started their career in finance in 2009. Gina had worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 9, Series 10 and Series 24 exams.

Biography

As a Branch Leader, I strive to contribute to a high performance work culture by empowering and encouraging our associates to realize their career potential and partner with our clients in planning aligned with their vision of long term financial success, fulfillment and peace of mind, while always keeping our clients goals, preferences and experience as our top priority. 

Question & Answer

Are you a "fiduciary"?

Aliases

Gina Marie Gonzalez | Gina Marie Pagano

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Education

Western Connecticut State University

Bachelor of Business Administration - Business Management

2003

Experience

Past

March 31, 2025 - August 19, 2025

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

PALM HARBOR, FL

Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

CLEARWATER, FL

Past

August 28, 2017 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

TAMPA, FL

Past

August 16, 2017 - August 19, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

CLEARWATER, FL

Past

April 13, 2010 - July 28, 2017

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

TAMPA, FL

Past

March 16, 2010 - July 28, 2017

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

TAMPA, FL

Past

September 18, 2009 - February 12, 2010

EDWARD JONES

RIA

CRD#: 250

ROYAL PALM BEACH, FL

Past

August 5, 2009 - February 12, 2010

EDWARD JONES

CRD#: 250

ROYAL PALM BEACH, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/20/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/4/2009

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 10/9/2017

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 9/17/2017

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 24

Date: 12/20/2012

General Securities Principal Examination

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Contact information

(xxx) xxx-xxxx

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Gina M. Gonzalez

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Education

Western Connecticut State University

Experience

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/20/2009

SIE

Date: 10/1/2018

Series 7

Date: 8/4/2009

Series 9

Date: 10/9/2017

Series 10

Date: 9/17/2017

Series 24

Date: 12/20/2012

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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