Gerald FilsCRD Number: 5063570
Current Firm: Adventus Veritas LLC
Gerald Fils (CRD# 5063570) is an Investment Advisor Representative working at Adventus Veritas LLC in Beltsville, MD and has over 14 years of experience in the finance industry.
David Wealth Management, LLC
Capital One Investing, Inc.
Equitable Advisors, LLC
|Purshe Kaplan Sterling Investments||Albany, NY||May 2015 - Current||6|
|Adventus Veritas LLC||Silver Spring, MD||Dec 2013 - Current||8|
|Chipher One||Silver Spring, MD||Oct 2013 - Current||8|
|Alsco||Silver Spring, MD||Feb 2012 - Current||9|
|Ubs Financial Services Inc.||Washington, DC||Mar 2011 - May 2015||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management17MILLIONS
Total Number of Accounts30ACCOUNTS
Average Account Value$566,667
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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