Capitol Securities Management
46yrs
Top advisor by experience in Reston
12yrs
Robert Gerl has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Reston, Virginia. Robert has been with Strategic Advisers since 2025; before that, Robert spent three years at Fidelity Personal and Workplace Advisors and a year at Eagle Strategies. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 378 advisors with offices in Reston, and one of 361 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 68% of advisors at Strategic Advisers
Office11957 Democracy Drive, Reston, VA 20190
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Jun 2020 – Jan 2021Eagle Strategies LLCPreviously
- 2015 – 2019MerrillPreviously
- Dec 2014 – Oct 2015MSI Financial Services, Inc.Previously
- Aug 2014 – Sep 2014MML Investors Services, LLCPreviously
Contact Robert
(617) 563-7000Firm headquarters in Boston, MA. Ask for Robert. 11957 Democracy DriveReston, VA 20190Office · Get directions
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Strategic Advisers at (617) 563-7000 and ask for Robert Gerl. Robert works from the Reston, VA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2014, about 12 years. More experience than 68% of advisors at Strategic Advisers.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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