Gerard B. Krellwitz
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Gerard Burgess Krellwitz, who also goes by Gerard B Krellwitz, Jerry Krellwitz, was a registered financial professional .
Gerard is a previously registered financial professional and started their career in finance in 1989. Gerard had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 28, 2011 - September 13, 2016
LEGEND ADVISORY, LLC
June 30, 2004 - September 8, 2011
LEGEND ADVISORY, LLC
January 1, 1994 - September 13, 2016
LEGEND EQUITIES CORPORATION
June 1, 1989 - January 1, 1994
LEGEND CAPITAL CORPORATION
April 7, 1989 - May 30, 1989
CETERA WEALTH SERVICES, LLC
State Registrations and Notice Filings
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Exams
Current Firm
LEGEND ADVISORY, LLC
CRD#: 104761 / SEC#: 801-13887
Contact information
Red Flags
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