Scott Gershon, financial advisor Charlotte NC

Scott Gershon

CRD Number: 5743249
Current Firm: Advice And Planning Services

Scott Gershon (CRD# 5743249) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Charlotte, NC Aug 2014 - Current 6
Tiaa-cref Individual & Institutional Services, LLC Charlotte, NC Aug 2014 - Current 6
Bank Of America, N.a. Pennington, NJ Jul 2014 - Aug 2014 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ May 2014 - Aug 2014 < 1
Nylife Securities LLC Edison, NJ Dec 2010 - May 2014 3
New York Life Insurance Co Edison, NJ Dec 2009 - May 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2012
S66 NASAA Uniform Combined State Law Examination Jun 2020
Contact Info for Scott J. Gershon
Phone Number: 212-490-9000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    30,493
    MILLIONS
  • Total Number of Accounts
    76,553
    ACCOUNTS
  • Average Account Value
    $398,320
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, WY

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