GL
Gerald B. Levin
GBL ASSET MANAGEMENT
HUNTINGDON VALLEY, PA
Some features on this profile are disabled
CRD#: 4571859
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Professional summary
Gerald Bruce Levin PH.D. is a registered financial advisor currently at GBL ASSET MANAGEMENT, INC. located in Huntingdon Valley, Pennsylvania.
Gerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Gerald has worked at 1 firm .
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.
Business name: Philadelphia Chapter of the American Association of Individual Investors ("AAII").
National headquarters in Chicago, IL. Philadelphia chapter has no address.
Non-profit organization providing investment education.
Gerald Levin's title: Secretary, starting in Sept. 1984
Hours devoted per month: No more than five. No time during trading hours.
Duties: Prepare and send to headquarters our six-times per year meeting announcement. Occasionally recruit speakers.
CRS (Client Relationship Summary) - RIA
Click below to view Gerald Bruce Levin PH.D.'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
February 19, 1991 - Present
GBL ASSET MANAGEMENT, INC.
RIA
CRD#: 121377
HUNTINGDON VALLEY, PA
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
Pennsylvania(2/19/1991)
Exams
Current Firm
GA
GBL ASSET MANAGEMENT, INC.
GBL ASSET MANAGEMENT, INC.
CRD#: 121377 / SEC#:
New Jersey
Registered Investment Advisory firm - (6/12/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/12/1985 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Huntingdon Valley, PA
Mailing Address
Phone number
(215) 947-8880
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 15 |
| AUM (Assets Under Management) | $ 34,307,683 |
Red Flags
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