Brett M. Gersack

HALBERT HARGROVE

BELLEVUE, WA 98004

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CRD#: 4079967

Professional summary

Brett Michael Gersack, AIF®, CFP® is a registered financial advisor currently at HALBERT HARGROVE located in Bellevue, Washington.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Brett has worked at 8 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Michael Gersack's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

May 26, 2015 - Present

HALBERT HARGROVE

Office #1: 10900 Ne 8th Street Suite 1640, Bellevue, WA 98004

RIA

CRD#: 105515

BELLEVUE, WA

Past

April 9, 2013 - May 18, 2015

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

LYNNWOOD, WA

Past

April 9, 2013 - May 18, 2015

CHARLES SCHWAB & CO., INC.

CRD#: 5393

LYNNWOOD, WA

Past

January 17, 2007 - March 13, 2013

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

BELLEVUE, WA

Past

May 10, 2006 - March 12, 2013

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

BELLEVUE, WA

Past

December 5, 2001 - April 3, 2006

WAMU INVESTMENTS, INC.

CRD#: 599

IRVINE, CA

Past

February 17, 2000 - December 14, 2001

SCOTTRADE, INC.

CRD#: 8206

ST. LOUIS, MO

Past

January 17, 2000 - February 16, 2000

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

January 17, 2000 - February 16, 2000

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".

HALBERT HARGROVE

FUTURE-WISE | HALBERT, HARGROVE/RUSSELL LLC | HALBERT HARGROVE RUSSELL LLC | HALBERT HARGROVE GLOBAL ADVISORS, LLC | HALBERT HARGROVE

CRD#: 105515 / SEC#: 801-33048

RIA

Registered Investment Advisory firm - (10/13/1988 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.

Highlighted states indicate IAR registrations

IAR

Texas
(5/7/2024)

IAR

Washington
(5/26/2015)

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 66

Date: 11/8/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/20/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/18/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/12/2000

General Securities Representative Examination

Current Firm

HALBERT HARGROVE

FUTURE-WISE | HALBERT, HARGROVE/RUSSELL LLC | HALBERT HARGROVE RUSSELL LLC | HALBERT HARGROVE GLOBAL ADVISORS, LLC | HALBERT HARGROVE

CRD#: 105515 / SEC#: 801-33048

RIA

Registered Investment Advisory firm - (10/13/1988 Approved)

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Contact information

Main Address

111 West Ocean Boulevard 23rd Floor, Long Beach, CA 90802-7908

Mailing Address

P.o. Box 1070, Long Beach, CA 90801-9931

Phone number

(562) 435-5657

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,671
AUM (Assets Under Management)	$ 3,516,418,609

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

Brett M. Gersack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Michael Gersack's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

WAMU INVESTMENTS, INC.

SCOTTRADE, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

HALBERT HARGROVE

State Registrations and Notice Filings

Exams

Series 66

Date: 11/8/2006

Series 63

Date: 1/20/2000

SIE

Date: 5/18/2015

Series 7

Date: 1/12/2000

Current Firm

HALBERT HARGROVE

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HALBERT HARGROVE

TRUST BUT VERIFY

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