George J. Gerner
Professional summary
George John Gerner JR. is a registered financial advisor currently at TRG CAPITAL MANAGEMENT, INC. located in Hutchinson Island, Florida.
George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. George has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view George John Gerner JR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
January 31, 2013 - Present
TRG CAPITAL MANAGEMENT, INC.
Office #2: 520 Columbia Drive Suite 107, Johnson City, NY 13790State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/30/2020)
(8/19/2021)
(1/31/2013)
Current Firm
TRG CAPITAL MANAGEMENT, INC.
CRD#: 146674 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 350 |
| AUM (Assets Under Management) | $ 103,335,390 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/09/2025 | ||
| 09/10/2024 | ||
| 09/19/2023 | ||
| 09/08/2023 | ||
| 10/28/2022 |
Red Flags
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