Gerald Shantzer, financial advisor Bala Cynwyd PA
93 score

Gerald Shantzer

CRD Number: 3147457
Current Firm: Raymond James Financial Services Advisors, Inc.

Gerald Shantzer (CRD# 3147457) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bala Cynwyd, PA and has over 17 years of experience in the finance industry.

Similar Advisors
Thomas McKeon, financial advisor Bala Cynwyd PA
Thomas F. McKeon
CRD# 2261840
Clothier Springs Capital Management, LLC
Score
106
Similar Advisors
Jeffrey Jones, financial advisor Bala Cynwyd PA
Jeffrey R. Jones
CRD# 5348132
Cypress Financial Planning
Score
105
Similar Advisors
Richard Welch, financial advisor Bala Cynwyd PA
Richard M. Welch
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
Professional Designations
Company Name Location Dates Years
Real Estate Richboro, PA Dec 2012 - Current 4
Insurance-non Variable Bala Cynwyd, PA Nov 2012 - Current 4
Marcum Financial Services LLC Bala Cynwyd, PA Sep 2009 - Current 7
Raymond James Financial Services Advisors, Inc. Bala Cynwyd, PA Jan 2009 - Current 7
Raymond James Financial Services, Inc. Bala Cynwyd, PA Mar 2001 - Current 15
Margolis Financial Services, LLC Bala Cynwyd, PA Aug 1999 - Current 17
Margolis & Company Pc Bala Cynwyd, PA Dec 1990 - Current 26
Marcum LLP Bala Cynwud, PA Dec 1990 - Current 26
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 1998
Contact Info for Gerald A. Shantzer
Phone Number: 727-567-5877
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.