Eduardo Gerena, financial advisor Anaheim Hills CA
56 score

Eduardo Gerena

CRD Number: 3165444
Current Firm: Investacorp Advisory Services Inc.

Eduardo Gerena (CRD# 3165444) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Anaheim Hills, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Investacorp Inc. Miami, FL Jan 2014 - Current 2
Investacorp Advisory Services Miami, FL Jan 2014 - Current 2
First Midwest Securities, Inc. Lake Grove, NY Jul 2007 - Jan 2014 6
Brookstreet Securities Corporation Irvine, CA Feb 2007 - Jul 2007 < 1
American Capital Hauppauge, NY Aug 2002 - Feb 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S66 NASAA Uniform Combined State Law Examination Aug 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Judgments / Liens
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Eduardo Gerena
By the Numbers
  • Total Assets Under Management
    1,606
    MILLIONS
  • Total Number of Accounts
    6,229
    ACCOUNTS
  • Average Account Value
    $257,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
56
Verified Page
Data verified by both the advisor and the public regulatory data.

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