Michael C. Gerali
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.
Michael Craig Gerali, ChFC®, CLU®, who also goes by Michael C Gerali, was a registered financial professional .
Michael is a previously registered financial professional and started their career in finance in 1989. Michael had worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 10, 2014 - February 1, 2022
HFG ADVISORS
October 27, 2000 - September 23, 2009
CINCINNATI ANALYSTS, INC.
June 1, 1998 - October 24, 2000
VOYA FINANCIAL ADVISORS, INC.
March 15, 1996 - May 27, 1998
CINCINNATI ANALYSTS, INC.
April 21, 1994 - February 23, 1996
EQUITY SERVICES, INC.
September 13, 1993 - April 11, 1994
BMA FINANCIAL SERVICES, INC.
July 19, 1989 - September 13, 1993
EQUITY SERVICES, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
HFG ADVISORS
CRD#: 113511 / SEC#: 801-135030
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 554 |
| AUM (Assets Under Management) | $ 108,767,232 |
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.
