Gerald Fils, financial advisor Beltsville MD

Gerald Fils

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Gerald L. Fils
Phone Number: 202-904-2879
Registered State(s):
  • MD
  • VA
Current Firm Details
Adventus Veritas LLC
Firm's CRD Number: 175473
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $566,667
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

MD, VA

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