Gerard Addeo

WEALTHEDGE INVESTMENT ADVISORS LLC

New York, NY 10016

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CRD#: 1434182

Professional summary

Gerard Addeo, who also goes by Jerry Addeo, is a registered financial advisor currently at WEALTHEDGE INVESTMENT ADVISORS LLC located in New York, New York.

Gerard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Gerard has worked at 6 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jerry Addeo

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) - RIA

Click below to view Gerard Addeo's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

None

Experience

Current

September 3, 2021 - Present

WEALTHEDGE INVESTMENT ADVISORS LLC

Office #1: 99 Park Ave. Suite 1920, New York, NY 10016

RIA

CRD#: 126337

New York, NY

Past

February 15, 2005 - December 20, 2005

MM ASCEND LIFE INVESTOR SERVICES, LLC

CRD#: 36451

CINCINNATI, OH

Past

January 4, 2000 - February 15, 2005

PMG SECURITIES CORPORATION

CRD#: 27107

ELGIN, IL

Past

January 10, 1997 - December 22, 1999

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

September 14, 1988 - February 3, 1997

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

December 3, 1985 - June 22, 1988

MONY SECURITIES CORPORATION

CRD#: 4386

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".

WEALTHEDGE INVESTMENT ADVISORS LLC

GENESIS INVESTMENT ADVISORY SERVICES LLC. | WEALTHEDGE INVESTMENT ADVISORS LLC

CRD#: 126337 / SEC#: 801-66845

RIA

Registered Investment Advisory firm - (7/10/2006 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(9/3/2021)

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

Series 63

Date: 3/24/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 12/2/1985

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WEALTHEDGE INVESTMENT ADVISORS LLC

GENESIS INVESTMENT ADVISORY SERVICES LLC. | WEALTHEDGE INVESTMENT ADVISORS LLC

CRD#: 126337 / SEC#: 801-66845

RIA

Registered Investment Advisory firm - (7/10/2006 Approved)

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Contact information

Main Address

99 Park Ave. Suite 1920, New York, NY 10016

Mailing Address

Phone number

(212) 687-3600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/18/2025)

ADV PART 2B (2/18/2025)

Regulatory assets under management

Total Number of Accounts	869
AUM (Assets Under Management)	$ 401,472,611

Red Flags

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

Check for any disclosures as part of your thorough research when choosing an advisor.

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Gerard Addeo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerard Addeo's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHEDGE INVESTMENT ADVISORS LLC

MM ASCEND LIFE INVESTOR SERVICES, LLC

PMG SECURITIES CORPORATION

OSAIC WEALTH, INC.

MML INVESTORS SERVICES, LLC

MONY SECURITIES CORPORATION

Primary Firm SEC Registration

WEALTHEDGE INVESTMENT ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/24/1986

Series 6

Date: 12/2/1985

Current Firm

WEALTHEDGE INVESTMENT ADVISORS LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTHEDGE INVESTMENT ADVISORS LLC

TRUST BUT VERIFY

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