Gerald M. Hast

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CRD#: 2873081

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.

Gerald Marvin Hast, who also goes by Jerry Hast, was a registered financial professional .

Gerald is a previously registered financial professional and started their career in finance in 1997. Gerald had worked at 11 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jerry Hast

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

July 11, 2023 - June 10, 2024

CRESCENT ADVISOR GROUP, INC.

RIA

CRD#: 115974

PLANO, TX

Past

July 2, 2023 - June 12, 2024

REALTA EQUITIES, INC.

CRD#: 23769

WILMINGTON, DE

Past

November 25, 2009 - June 26, 2023

TITAN SECURITIES

RIA

CRD#: 131392

PLANO, TX

Past

November 25, 2009 - June 30, 2023

TITAN SECURITIES

CRD#: 131392

PLANO, TX

Past

March 14, 2005 - November 24, 2009

WFG ADVISORS, LP

RIA

CRD#: 125073

GARLAND, TX

Past

January 3, 2005 - November 24, 2009

WFG INVESTMENTS, INC.

CRD#: 22704

GARLAND, TX

Past

December 17, 1999 - December 31, 2004

PRO-INTEGRITY SECURITIES, INC.

CRD#: 44707

LONGVIEW, TX

Past

November 30, 1999 - December 20, 1999

LOMBARD SECURITIES INCORPORATED

CRD#: 27954

BALTIMORE, MD

Past

November 10, 1999 - November 19, 1999

SUNPOINT SECURITIES, INC.

CRD#: 25442

LONGVIEW, TX

Past

January 6, 1998 - November 15, 1999

RIVERSTONE WEALTH MANAGEMENT, INC.

CRD#: 40418

AUSTIN, TX

Past

August 6, 1997 - September 19, 1997

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 6, 1997 - September 19, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

CRESCENT ADVISOR GROUP, INC.

CRD#: 115974 / SEC#: 801-127131

RIA

Registered Investment Advisory firm - (1/5/2023 Approved)

California

Registered Investment Advisory firm - (2/8/2023 Terminated)

Florida

Registered Investment Advisory firm - (1/9/2023 Terminated)

Illinois

Registered Investment Advisory firm - (1/9/2023 Terminated)

Indiana

Registered Investment Advisory firm - (1/10/2023 Terminated)

Texas

Registered Investment Advisory firm - (1/9/2023 Terminated)

Virginia

Registered Investment Advisory firm - (12/10/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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: 6/21/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/11/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/4/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/16/2000

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 7/27/1999

Registered Options Principal Examination

Current Firm

CRESCENT ADVISOR GROUP, INC.

CRD#: 115974 / SEC#: 801-127131

RIA

Registered Investment Advisory firm - (1/5/2023 Approved)

California

Registered Investment Advisory firm - (2/8/2023 Terminated)

Florida

Registered Investment Advisory firm - (1/9/2023 Terminated)

Illinois

Registered Investment Advisory firm - (1/9/2023 Terminated)

Indiana

Registered Investment Advisory firm - (1/10/2023 Terminated)

Texas

Registered Investment Advisory firm - (1/9/2023 Terminated)

Virginia

Registered Investment Advisory firm - (12/10/2013 Terminated)

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Contact information

Main Address

4975 Preston Park Blvd. Suite 820, Plano, TX 75093

Mailing Address

Phone number

(972) 490-0150

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVAUL (12/23/2025)

MARTINEZ (12/23/2025)

CAG BROCHURE 12-23-25 (12/23/2025)

CELUCH (12/23/2025)

BOLT (12/23/2025)

ADKISSON (12/23/2025)

CASTLE (12/23/2025)

DIMAGGIO (12/23/2025)

DUREN (12/23/2025)

HARRELL (12/23/2025)

Regulatory assets under management

Total Number of Accounts	510
AUM (Assets Under Management)	$ 344,367,795

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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Advisor Monitoring

Firm Stability Insights

Gerald M. Hast

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

REALTA EQUITIES, INC.

TITAN SECURITIES

TITAN SECURITIES

WFG ADVISORS, LP

WFG INVESTMENTS, INC.

PRO-INTEGRITY SECURITIES, INC.

LOMBARD SECURITIES INCORPORATED

SUNPOINT SECURITIES, INC.

RIVERSTONE WEALTH MANAGEMENT, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CRESCENT ADVISOR GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/21/1999

Series 63

Date: 8/11/1997

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/4/1997

Series 24

Date: 3/16/2000

Series 4

Date: 7/27/1999

Current Firm

CRESCENT ADVISOR GROUP, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CRESCENT ADVISOR GROUP, INC.

TRUST BUT VERIFY

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