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GC

Gerald M. Crean

BALLINA CAPITAL
Manhattan Beach, CA
Some features on this profile are disabled
CRD#: 5100735
GC

Professional summary

Gerald Michael Crean, who also goes by Gerald M. Crean, Jerry Michael Crean, Jerry Crean, is a registered financial advisor currently at BALLINA CAPITAL, LLC located in Manhattan Beach, California.

Gerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Gerald has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Gerald M. Crean | Jerry Michael Crean | Jerry Crean

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 Gerald Michael Crean'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®
None

Experience

Current

January 22, 2026 - Present

BALLINA CAPITAL, LLC

RIA
CRD#: 289598
Manhattan Beach, CA
Past

July 20, 2012 - June 28, 2024

WELLINGTON FUNDS DISTRIBUTORS INC.

BD
CRD#: 152768
Boston, MA
Past

September 10, 2007 - May 27, 2008

RAYMOND JAMES INSURANCE GROUP, INC.

BD
CRD#: 121221
BOSTON, MA

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".
BC
BALLINA CAPITAL, LLC
BALLINA CAPITAL, LLC

CRD#: 289598 / SEC#: 801-130354

RIA
Registered Investment Advisory firm - (5/29/2024 Approved)
California
Registered Investment Advisory firm - (7/26/2024 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
California
(1/22/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/22/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/7/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/19/2012
General Securities Representative Examination

Current Firm

BC
BALLINA CAPITAL, LLC
BALLINA CAPITAL, LLC

CRD#: 289598 / SEC#: 801-130354

RIA
Registered Investment Advisory firm - (5/29/2024 Approved)
California
Registered Investment Advisory firm - (7/26/2024 Terminated)
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Contact information

Main Address
El Segundo, CA
Mailing Address
Phone number
(424) 835-2744
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A (10/21/2025)

Regulatory assets under management

Total Number of Accounts10
AUM (Assets Under Management)$ 329,428,513

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

BALLINA CAPITAL, LLC

CRD#: 289598Manhattan Beach, CA

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