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Gerald A. Gerson
GERSON WEALTH MANAGEMENT
Marblehead, MA
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CRD#: 2634275
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Professional summary
Gerald Arnold Gerson is a registered financial advisor currently at GERSON WEALTH MANAGEMENT, LLC located in Marblehead, Massachusetts.
Gerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Gerald has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
LITMANGERSON ASSOCIATES, LLP//600 WEST CUMMINGS PARK, WOBURN, MA//NON-INV RELATED//PARTNER & CPA//ACCOUNTING FIRM//PRIMARY BUSINESS 40 HOURS//SINCE 2002; FORMERLY LITMAN GERSON, LLP
CRS (Client Relationship Summary) - RIA
Click below to view Gerald Arnold Gerson's 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®
NoneExperience
Current
June 19, 2008 - Present
GERSON WEALTH MANAGEMENT, LLC
RIA
CRD#: 147424
Marblehead, MA
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
Massachusetts(6/19/2008)
Exams
Current Firm
GW
GERSON WEALTH MANAGEMENT, LLC
GERSON WEALTH MANAGEMENT, LLC | LITMANGERSON ASSOCIATES, LLP | LITMANGERSON & ASSOCIATES, LLP | LITMAN, GERSON, LLP
CRD#: 147424 / SEC#:
Massachusetts
Registered Investment Advisory firm - (6/19/2008 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Marblehead, MA
Mailing Address
Phone number
(781) 910-2129
Established
Firm type
Fiscal year end
# of Employees
1
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.
