GC
Gerard E. Clark
ACCURATE WEALTH MANAGEMENT
Ridgewood, NJ 07450
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CRD#: 3229852
GC
Professional summary
Gerard Eugene Clark JR is a registered financial advisor currently at ACCURATE WEALTH MANAGEMENT, LLC located in Ridgewood, New Jersey and AAG CAPITAL, INC located in Ridgewood, New Jersey.
Gerard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Gerard has worked at 9 firms and has passed the Series 63, Series 65, Series 6TO, SIE and Series 6 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.
(1) RJL FINANCIAL GROUP; Investment-related; 1156 East Ridgewood Ave Ridgewood NJ 67450; President; 07/'98; 100H; 9H; (2) Accurate Wealth Management; LLC; Investment adviser representative, Wesley Chapel, FL; registered investment adviser, Aug 2022-present; 40 hrs/wk., all during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Gerard Eugene Clark JR'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
April 19, 2024 - Present
ACCURATE WEALTH MANAGEMENT, LLC
Office #1: 1156 E Ridgewood Ave Number 7, Ridgewood, NJ 07450RIA
CRD#: 298137
Ridgewood, NJ
Current
September 7, 2022 - Present
AAG CAPITAL, INC
Office #1: 1156 E. Ridgewood Avenue, Ridgewood, NJ 07450BD
CRD#: 188
Ridgewood, NJ
Past
April 13, 2017 - January 6, 2025
RJL FINANCIAL GROUP
RIA
CRD#: 287981
RIDGEWOOD, NJ
Past
February 2, 2010 - July 11, 2017
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
RIDGEWOOD, NJ
Past
February 17, 2009 - November 17, 2010
CLARK WEALTH MANAGEMENT, L.L.C
RIA
CRD#: 149059
RIDGEWOOD, NJ
Past
January 28, 2008 - December 18, 2008
BRECEK & YOUNG ADVISORS, INC.
RIA
CRD#: 40395
RIDGEWOOD, NJ
Past
December 10, 2007 - December 18, 2008
BRECEK & YOUNG ADVISORS, INC.
BD
CRD#: 40395
RIDGEWOOD, NJ
Past
November 29, 2005 - December 31, 2006
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
BD
CRD#: 13609
RIDGEWOOD, NJ
Past
February 26, 2004 - November 29, 2005
LEGACY FINANCIAL SERVICES, INC.
BD
CRD#: 38697
PETALUMA, CA
Past
June 8, 1999 - January 14, 2004
NATIONWIDE PLANNING ASSOCIATES INC.
BD
CRD#: 31029
FAIR LAWN, 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".
AW
ACCURATE WEALTH MANAGEMENT, LLC
ACCURATE WEALTH MANAGEMENT, LLC | SEACURE ADVISORS, LLC | RHODES CAPITAL MANAGEMENT, INC | PROVIDENT WEALTH MANAGEMENT, LLC | PLANNING NETWORK PARTNERS, LLC | OBJECTIVE ADVISORY | NORTHLAND RETIREMENT GROUP | MEDALLION FINANCIAL RESOURCES | CENTRIC CAPITAL ADVISORS, LLC | CCA FAMILY OFFICES | BREEZE FINANCIAL, LLC | BERTELSEN ASSET MANAGEMENT, LLC | BERTELSEN & TAYLOR ASSET MANAGEMENT, LLC
CRD#: 298137 / SEC#: 801-117600
RIA
Registered Investment Advisory firm - (11/6/2019 Approved)Florida
Registered Investment Advisory firm - (11/12/2019 Terminated)New Jersey
Registered Investment Advisory firm - (11/30/2019 Terminated)Tennessee
Registered Investment Advisory firm - (11/13/2019 Terminated)Texas
Registered Investment Advisory firm - (11/12/2019 Terminated)Wisconsin
Registered Investment Advisory firm - (11/12/2019 Terminated)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
Connecticut(11/16/2023)
RR
Florida(9/7/2022)
RR
New Jersey(9/29/2022)
IAR
New Jersey(4/19/2024)
RR
New York(10/16/2022)
RR
North Carolina(9/29/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 9/6/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AW
ACCURATE WEALTH MANAGEMENT, LLC
ACCURATE WEALTH MANAGEMENT, LLC | SEACURE ADVISORS, LLC | RHODES CAPITAL MANAGEMENT, INC | PROVIDENT WEALTH MANAGEMENT, LLC | PLANNING NETWORK PARTNERS, LLC | OBJECTIVE ADVISORY | NORTHLAND RETIREMENT GROUP | MEDALLION FINANCIAL RESOURCES | CENTRIC CAPITAL ADVISORS, LLC | CCA FAMILY OFFICES | BREEZE FINANCIAL, LLC | BERTELSEN ASSET MANAGEMENT, LLC | BERTELSEN & TAYLOR ASSET MANAGEMENT, LLC
CRD#: 298137 / SEC#: 801-117600
RIA
Registered Investment Advisory firm - (11/6/2019 Approved)Florida
Registered Investment Advisory firm - (11/12/2019 Terminated)New Jersey
Registered Investment Advisory firm - (11/30/2019 Terminated)Tennessee
Registered Investment Advisory firm - (11/13/2019 Terminated)Texas
Registered Investment Advisory firm - (11/12/2019 Terminated)Wisconsin
Registered Investment Advisory firm - (11/12/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544
Mailing Address
Phone number
(813) 994-0984
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,363 |
| AUM (Assets Under Management) | $ 1,148,887,091 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
