Gerard J. Kassouf
KASSOUF WEALTH ADVISORS
Birmingham, AL 35205-4022
Some features on this profile are disabled
CRD#: 4583697
Professional summary
Gerard Joseph Kassouf, CFP®, who also goes by Gerry Kassouf, is a registered financial advisor currently at KASSOUF WEALTH ADVISORS, LLC located in Birmingham, Alabama.
Gerard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Gerard has worked at 1 firm and has passed the Series 65 exam.
Biography
Gerard Kassouf provides accounting, tax and advisory services to small businesses with an emphasis on physician practices and other professional firms. He provides individuals with tax and financial planning and related wealth management and estate planning services. His areas of specialty include contract negotiations, compensation arrangements, entity selection, business operations, revenue cycle management, retirement plan design, insurance and educational fund planning.
Question & Answer
What are your service offerings?
Estate Planning
Divorce Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Education Planning
Investment Planning
Business Succession Planning
Retirement Planning
Small Business Planning
Insurance Planning
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Gerry Kassouf
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.
KASSOUF & CO., P.C. - CERTIFIED PUBLIC ACCOUNTING FIRM
ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205
POSITION: DIRECTOR
DUTIES: OVERALL MANAGEMENT OF THE FIRM, PARTNER IN HEALTHCARE SERVICES GROUP
HOURS/MONTH: 135
START DATE: 10/1974
NON-INVESTMENT RELATED
KASSOUF RETIREMENT PLAN SERVICES, LLC - PENSION CONSULTANT
ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205
POSITION: MANAGING MEMBER
DUTIES: OVERSIGHT OF COMPLIANCE
HOURS/MONTH: 5
START DATE: 12/1999
NON-INVESTMENT RELATED
KASSOUF HEALTHCARE SOLUTIONS, LLC - MEDICAL PRACTICE CONSULTING
ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205
POSITION: MANAGING MEMBER
DUTIES: SUPPORTS EXECUTIVE DIRECTOR IN SERVICING HEALTHCARE CLIENTS
HOURS/MONTH: 30
START DATE: 02/2014
NON-INVESTMENT RELATED
SIXTEENTH STREET LAND COMPANY, LLC - REAL ESTATE
ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205
POSITION: MEMBER
START DATE: 10/2009
INVESTMENT RELATED
SEVENTH AVENUE LAND COMPANY, LLC - REAL ESTATE
ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205
POSITION: MEMBER
START DATE: 12/2012
INVESTMENT RELATED
VULCAN DEVELOPMENT, LLC - REAL ESTATE
ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205
POSITION: MEMBER
INVESTMENT RELATED
DECIMAL POINT PARTNERS - INVESTMENTS
ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205
POSITION: MEMBER
START DATE: 04/1985
INVESTMENT RELATED
HIGHLAND AVENUE LAND COMPANY, LLC - REAL ESTATE
ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205
POSITION: MEMBER
INVESTMENT RELATED
MDCOMP, LLC
ADDRESS: 2101 Highland Avenue South, Suite 300, Birmingham, AL 35205
POSITION: Member
Investment Related
CRS (Client Relationship Summary) - RIA
Click below to view Gerard Joseph Kassouf'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: 1992
Education
University of Alabama
University of Alabama
University of Alabama
Master - Tax Accounting
Experience
Current
March 21, 2000 - Present
KASSOUF WEALTH ADVISORS, LLC
Office #1: 2101 Highland Avenue South Suite 650, Birmingham, AL 35205-4022RIA
CRD#: 122683
Birmingham, AL
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".
KW
KASSOUF WEALTH ADVISORS, LLC
KASSOUF WEALTH ADVISORS, LLC | SUMMIT WEALTH MANAGEMENT, LLC
CRD#: 122683 / SEC#: 801-67293
RIA
Registered Investment Advisory firm - (11/13/2006 Approved)Alabama
Registered Investment Advisory firm - (1/9/2007 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.Highlighted states indicate IAR registrations
IAR
Alabama(3/21/2000)
Current Firm
KW
KASSOUF WEALTH ADVISORS, LLC
KASSOUF WEALTH ADVISORS, LLC | SUMMIT WEALTH MANAGEMENT, LLC
CRD#: 122683 / SEC#: 801-67293
RIA
Registered Investment Advisory firm - (11/13/2006 Approved)Alabama
Registered Investment Advisory firm - (1/9/2007 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2101 Highland Avenue South Suite 650, Birmingham, AL 35205-4022
Mailing Address
Phone number
(205) 776-0100
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 421 |
| AUM (Assets Under Management) | $ 402,376,008 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/01/2024 | ||
| 02/27/2023 |
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.
Company Information
KASSOUF WEALTH ADVISORS, LLC
CRD#: 122683Birmingham, AL 35205-4022TRUST BUT VERIFY
Monitor Gerard Kassouf
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
