Gerald D. Chassang
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 David Chassang, who also goes by Gerald D Chassang, was a registered financial professional .
Gerald is a previously registered financial professional and started their career in finance in 1999. Gerald had worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 7, 2013 - January 27, 2025
SUNCOAST GLOBAL FINANCIAL ADVISERS, LLC
March 18, 2010 - July 5, 2011
LASALLE ST SECURITIES, L.L.C.
January 12, 2009 - April 1, 2010
OSAIC WEALTH, INC.
January 2, 2002 - January 13, 2009
OPPENHEIMER & CO. INC.
May 23, 2001 - January 2, 2002
JOSEPHTHAL & CO., INC.
June 14, 1999 - May 30, 2001
THINKEQUITY LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SUNCOAST GLOBAL FINANCIAL ADVISERS, LLC
CRD#: 165119 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 1,200,000 |
Red Flags
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