Gerard Touhey

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CRD#: 2340340

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 Touhey, who also goes by Gerard Michael Tamey, Gerard Michael Touhey, was a registered financial professional .

Gerard is a previously registered financial professional and started their career in finance in 1994. Gerard had worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Gerard Michael Tamey | Gerard Michael Touhey

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

October 3, 2024 - February 14, 2025

EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC

RIA

CRD#: 159018

Wesley Chapel, FL

Past

December 2, 2005 - March 18, 2013

JANUS HENDERSON DISTRIBUTORS US LLC

CRD#: 28832

NEW YORK, NY

Past

January 12, 2005 - December 9, 2005

NORTHERN TRUST SECURITIES, INC.

CRD#: 7927

CHICAGO, IL

Past

July 6, 2001 - July 6, 2004

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

March 5, 1997 - August 4, 2000

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

NEWARK, NJ

Past

May 5, 1995 - December 17, 1996

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

May 9, 1994 - May 24, 1995

NYLIFE DISTRIBUTORS LLC

CRD#: 35350

JERSEY CITY, NJ

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".

EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC

CRD#: 159018 / SEC#: 801-72806

RIA

Registered Investment Advisory firm - (10/21/2011 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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

IAR

Series 65

Date: 9/24/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/8/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/21/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/6/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC

CRD#: 159018 / SEC#: 801-72806

RIA

Registered Investment Advisory firm - (10/21/2011 Approved)

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Contact information

Main Address

701 5th Avenue Suite 4200, Seattle, WA 98104

Mailing Address

Phone number

(206) 745-2136

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 170,089,514

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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Firm Stability Insights

Gerard Touhey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

JANUS HENDERSON DISTRIBUTORS US LLC

NORTHERN TRUST SECURITIES, INC.

CITIGROUP GLOBAL MARKETS INC.

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

NYLIFE SECURITIES LLC

NYLIFE DISTRIBUTORS LLC

Primary Firm SEC Registration

EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/24/2024

Series 63

Date: 7/8/1996

Series 7

Date: 11/21/1994

Series 6

Date: 5/6/1994

Current Firm

EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC

TRUST BUT VERIFY

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