Gary L. Gerald
Professional summary
Gary Lee Gerald is a registered financial advisor currently at THE MARIN GROUP INC. located in Charleston, South Carolina.
Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Gary has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gary Lee Gerald's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 2, 2003 - Present
THE MARIN GROUP INC.
Office #1: 58 Broad Street Suite 1c, Charleston, SC 29401January 18, 1993 - May 5, 1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/23/2012)
(5/2/2003)
(3/16/2012)
(9/8/2015)
(1/25/2024)
(7/26/2017)
Exams
Current Firm
THE MARIN GROUP INC.
CRD#: 125217 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 335 |
| AUM (Assets Under Management) | $ 101,415,921 |
Red Flags
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