Steven R. Gerst
Professional summary
Steven R Gerst, who also goes by Steve Gerst, Steven Richard Gerst, is a registered financial professional currently at CRAFT CAPITAL MANAGEMENT LLC located in Boca Raton, Florida.
Steven is registered as a RR (Registered Representative) and started their career in finance in 2009. Steven has worked at 6 firms and has passed the Series 65, Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Steven R Gerst's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 23, 2025 - Present
CRAFT CAPITAL MANAGEMENT LLC
Office #1: 1200 North Federal Hwy Suite 328, Boca Raton, FL 33432May 22, 2018 - June 9, 2020
CRAFT WEALTH MANAGEMENT LLC
December 19, 2017 - June 8, 2020
CRAFT CAPITAL MANAGEMENT LLC
January 12, 2016 - May 5, 2016
CRAFT CAPITAL MANAGEMENT LLC
September 16, 2015 - November 29, 2016
OLYMPIAN INVESTMENT MANAGEMENT, LLC
September 3, 2012 - December 18, 2014
STILLPOINT CAPITAL, LLC
September 23, 2011 - June 29, 2012
EZ STOCKS, INC.
June 15, 2009 - September 24, 2009
ALTERNA CAPITAL CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/23/2025)
Exams
Series 7TO
Date: 8/13/2022
General Securities Representative ExaminationFINRA
Nasdaq Stock Market
Current Firm
CRAFT CAPITAL MANAGEMENT LLC
CRD#: 171350 / SEC#: , 8-69455
Contact information
FINRA licenses (53 States and Territories)
Red Flags
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Company Information
CRAFT CAPITAL MANAGEMENT LLC
CRD#: 171350Boca Raton, FL 33432TRUST BUT VERIFY
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