AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
GE

Gerard Eugene Clark Jr

New Jersey·CRD #3229852
IA Rep

Investment Adviser Rep at ACCURATE WEALTH MANAGEMENT, LLC

Experience
26 yrs
States
1
Exams
4
Since
2000
Fee
AUM / Hourly / Flat Fee / Performance-based
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GF

Gerard Francis Clunan Jr

Florida·CRD #3154428
IA Rep

Investment Adviser Rep at HERSHEY FINANCIAL ADVISERS, LLC

Experience
27 yrs
States
4
Exams
6
Since
1999
Est. fee
AUM / Hourly / Flat Fee
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GF

Gerard Francis Kane

Maryland·CRD #7457341
IA Rep

Investment Adviser Rep at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
5 yrs
States
1
Exams
1
Since
2021
Fee
AUM
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GG

Gerard George Guertin

Pennsylvania·CRD #2438772
Dual-registered

Dual-registered at ROFFMAN MILLER ASSOCIATES INC

Experience
21 yrs
States
1
Exams
6
Since
2005
Est. fee
AUM
Minimum
$1.0M
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GG

Gerard Guercio

Louisiana·CRD #2308492
Dual-registered

Dual-registered at IFG ADVISORY, LLC

Experience
33 yrs
States
2
Exams
5
Since
1993
Est. fee
AUM / Hourly / Flat Fee
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GH

Gerard H Verbeek

Connecticut·CRD #2399226
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
33 yrs
States
5
Exams
5
Since
1993
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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GJ

Gerard J Andrews

New Jersey·CRD #2718271
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
30 yrs
States
3
Exams
5
Since
1996
Est. fee
AUM / Commission / Flat Fee
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GJ

Gerard Joseph Frigon

Arizona·CRD #1624124
Dual-registered

Dual-registered at TAYLOR FRIGON FAMILY OFFICE, LLC

Experience
30 yrs
States
3
Exams
3
Since
1996
Fee
AUM
View profile
GJ

Gerard Joseph Kassouf

Alabama·CRD #4583697
IA Rep

Investment Adviser Rep at KASSOUF WEALTH ADVISORS, LLC

Experience
26 yrs
States
1
Exams
1
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$150k
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GJ

Gerard Joseph O'Neill

Pennsylvania·CRD #7112705
IA Rep

Investment Adviser Rep at ELEVATED CAPITAL ADVISORS, LLC

Experience
7 yrs
States
1
Exams
1
Since
2019
Est. fee
AUM / Hourly / Flat Fee
Minimum
$10k
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GK

Gerard K Roncinske Jr

Texas·CRD #2835000
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
29 yrs
States
1
Exams
4
Since
1997
Est. fee
AUM / Commission / Flat Fee
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GM

Gerard Marc St-Cyr

New Jersey·CRD #6477219
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
GM

Gerard Michael Morra

New Jersey·CRD #4553554
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
24 yrs
States
2
Exams
5
Since
2002
Est. fee
AUM / Hourly / Flat Fee
View profile
GA

Gerardo A Castro

Florida·CRD #2042384
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
36 yrs
States
2
Exams
8
Since
1990
Est. fee
AUM / Commission / Flat Fee
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GA

Gerardo Alejandro Martinez

Texas·CRD #7392558
IA Rep

Investment Adviser Rep at CORDA INVESTMENT MANAGEMENT, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM
View profile
GA

Gerardo Alejandro Palacios

Florida·CRD #8262746
IA Rep

Investment Adviser Rep at GUERRA WEALTH ADVISORS

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee
View profile
GA

Gerardo A Rodriguez

Florida·CRD #7500092
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
GA

Gerardo Arturo Chapa

Texas·CRD #1451790
Dual-registered

Dual-registered at GFS ADVISORS LLC

Experience
40 yrs
States
1
Exams
9
Since
1986
Fee
AUM / Performance-based
View profile
GE

Gerardo Ernesto Moya

Florida·CRD #4423250
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
25 yrs
States
2
Exams
5
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
GE

Gerardo Esparza Lopez

California·CRD #7624113
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
GF

Gerardo Flores

N/A·CRD #7468341
Dual-registered

Dual-registered at B. RILEY WEALTH ADVISORS, INC.

Experience
3 yrs
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
GG

Gerardo Garcia

California·CRD #5179105
IA Rep

Investment Adviser Rep at ENCOMPASS MORE ASSET MANAGEMENT LLC

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee / Subscription
View profile
GG

Gerardo Garcia

N/A·CRD #5588161
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
16 yrs
Exams
5
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
GI

Gerardo Iracheta

Texas·CRD #7380495
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.