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AG

Arthur A. Gerome

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CRD#: 804891
AG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Arthur Anthony Gerome, who also goes by Art Gerome, was a registered financial professional .

Arthur is a previously registered financial professional and started their career in finance in 1975. Arthur had worked at 18 firms and has passed the Series 63, PC and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Art Gerome

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

May 10, 2011 - February 3, 2012

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

BD
CRD#: 130390
RALEIGH, NC
Past

October 26, 2010 - March 31, 2011

CEDAR CREEK SECURITIES, INC.

BD
CRD#: 118498
MILWAUKEE, WI
Past

September 1, 2006 - December 20, 2010

GERWIN GROUP, INC.

BD
CRD#: 23199
THOUSAND OAKS, CA
Past

January 6, 2006 - July 11, 2006

JHS CAPITAL ADVISORS, LLC

BD
CRD#: 112097
TAMPA, FL
Past

November 29, 2001 - December 31, 2005

CANTELLA & CO., INC.

BD
CRD#: 13905
WESTLAKE VILLAGE, CA
Past

February 12, 1996 - December 11, 2001

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

December 4, 1993 - February 10, 1996

EMMETT A LARKIN COMPANY, INC.

BD
CRD#: 6625
SAN FRANCISCO, CA
Past

December 6, 1991 - October 30, 1993

CALIFORNIA ONE INVESTMENTS

BD
CRD#: 27037
Past

January 29, 1991 - July 11, 1991

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

June 21, 1990 - December 19, 1990

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

BD
CRD#: 14229
NORTHRIDGE, CA
Past

July 27, 1989 - December 12, 1989

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

April 11, 1988 - July 19, 1989

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

August 10, 1987 - April 11, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

June 11, 1985 - August 17, 1987

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

March 12, 1984 - June 11, 1985

SUTRO & CO. INCORPORATED

BD
CRD#: 801
Past

September 20, 1982 - April 4, 1984

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

March 26, 1982 - November 9, 1982

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

February 24, 1978 - August 10, 1982

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

February 24, 1975 - February 24, 1978

DEAN WITTER & CO. INCORPORATED

BD
CRD#: 6466

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/17/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
PC
Date: 6/29/1988
AMEX Put and Call Exam
General Industry/Product Exam

Current Firm


LP
LIBERTY PARTNERS FINANCIAL SERVICES, LLC
LIBERTY PARTNERS FINANCIAL SERVICES, INC. | LIBERTY PARTNERS FINANCIAL SERVICES, LLC

CRD#: 130390 / SEC#: , 8-66335

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
7780 Brier Creek Parkway Suite 325, Raleigh, NC 27617
Mailing Address
7780 Brier Creek Parkway Suite 325, Raleigh, NC 27617
Phone number
(800) 440-0442
Established
California since 01/12/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (17 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
RETHINK, LLCOWNER
ATKINS, BRADLEY DALEOWNER2963790
SHANAHAN, DANIEL JAMESCHIEF EXECUTIVE OFFICER3277912
SHANAHAN, DANIEL JAMESPRINCIPAL OPERATIONS OFFICER3277912
SHANAHAN, DANIEL JAMESCHIEF COMPLIANCE OFFICER3277912
WOODWARD, CASSANDRA TALEENCHIEF FINANCIAL OFFICER2956369
WOODWARD, CASSANDRA TALEENPRINCIPAL FINANCIAL OFFICER & FINOP2956369

Disclosures


Regulatory Event8
Arbitration1

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


LIBERTY PARTNERS FINANCIAL SERVICES, LLC

CRD#: 130390

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