CG
Chad J. Gerber
TRUIST ADVISORY SERVICES
WASHINGTON, DC 20005
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CRD#: 3174937
CG
Professional summary
Chad Joseph Gerber, CFP® is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Washington, District Of Columbia and TRUIST INVESTMENT SERVICES, INC. located in Washington, District Of Columbia.
Chad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Chad has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
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.
N/A POSITION: Passive owner NATURE: I am purchasing a 2/3 share of a rental property. My wife and I will be 2/3 owners and my parents will remain 1/3 owners. This is a rental property in Bethany Beach DE. The property generates about $6,000 per year of free cash flow. I will be entitled to 2/3 of that or $4,000. My parents will handle all of the management duties of this property, my wife and I are passive investors. The property will be held in a Tennents in Common registration INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/26/2021 ADDRESS: , Bethany Beach DE , United States DESCRIPTION: None. All duties/responsibilities will be handled by the other 1/3 owners.
CRS (Client Relationship Summary) - RIA
Click below to view Chad Joseph Gerber'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®
CFP®
Start date: 2005
Experience
Current
September 12, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1445 New York Ave, Nw Fl 4, Washington, DC 20005RIA
CRD#: 283390
WASHINGTON, DC
Current
May 26, 2000 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1445 New York Ave Nw Fl 1 & 4, Washington, DC 20005Office #2: 7220 Wisconsin Ave, Bethesda, MD 20814BD
CRD#: 17499
Washington, DC
Past
April 21, 2004 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
POTOMAC, MD
Past
February 5, 1999 - May 26, 2000
CRESTAR SECURITIES CORPORATION
BD
CRD#: 17464
RICHMOND, VA
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".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(12/11/2017)
RR
California(1/19/2007)
RR
Colorado(1/3/2008)
RR
Connecticut(2/9/2022)
RR
Delaware(1/19/2007)
RR
District of Columbia(5/26/2000)
IAR
District of Columbia(10/7/2016)
RR
Florida(1/19/2007)
RR
Georgia(8/4/2010)
RR
Illinois(1/11/2018)
RR
Indiana(1/13/2016)
RR
Kentucky(10/6/2016)
RR
Maine(2/24/2023)
RR
Maryland(5/26/2000)
IAR
Maryland(10/3/2024)
RR
Massachusetts(1/19/2007)
RR
Michigan(6/7/2023)
RR
Minnesota(10/16/2024)
RR
New Hampshire(9/27/2019)
RR
New Jersey(1/13/2016)
RR
New Mexico(1/19/2007)
RR
New York(1/19/2007)
RR
North Carolina(1/19/2007)
RR
Ohio(6/1/2016)
RR
Oklahoma(3/22/2017)
RR
Oregon(1/17/2020)
RR
Pennsylvania(1/19/2007)
RR
South Carolina(3/6/2008)
RR
Tennessee(1/9/2015)
RR
Texas(8/19/2010)
RR
Virginia(5/26/2000)
RR
West Virginia(10/15/2008)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
