Unclaimed Profile

Gerald Anthony Polcari

GW & WADE, LLC·WELLESLEY, Massachusetts

SIE, Series 4, Series 7, Series 63, Series 6528 years registeredGW & WADE, LLC

93 WORCESTER STREET, WELLESLEY, MA 02481CRD# 1130799Firm CRD# 105394

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gerald Anthony Polcari · WELLESLEY, MA

Registration

CRD #1130799 · GW & WADE, LLC · 28 years registered

Brand Profile

Not yet started

Career History

STRATEGIC ADVISERS LLC

Mar 2025 – present

FIDELITY BROKERAGE SERVICES LLC

Nov 2023 – present

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Jan 2024 – Mar 2025

PONTE VEDRA BEACH, FL

GW & WADE, LLC

Dec 1997 – Oct 2023

WELLESLEY, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 63

Series 65

Registration record

First registered · December 23, 1997

Years registered · 28

Disclosure History

2019Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

GW & WADE, LLC

CRD 105394 · SEC 801-27292

AUM

$8.9B

Regulatory assets under management

Employees

11,861 client accounts

Services offered by GW & WADE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GW & WADE, LLC →

Introduction

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Frequently Asked Questions

What services does Gerald Anthony Polcari offer?

Gerald Anthony Polcari specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WELLESLEY, Massachusetts for a consultation.

What are Gerald Anthony Polcari's credentials?

Gerald Anthony Polcari is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gerald Anthony Polcari located?

Gerald Anthony Polcari is based in WELLESLEY, Massachusetts, working with GW & WADE, LLC. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.

How does Gerald Anthony Polcari charge for services?

Gerald Anthony Polcari's firm is compensated through percentage of aum, subscription fees, commissions, other: 12b-1 fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GW & WADE, LLC?

GW & WADE, LLC has approximately 87 employees and manages $8.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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