George Gerhard (CRD# 4597365) is an Investment Advisor Representative working at Lpl Financial LLC in White Plans, NY and has over 15 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trivium Point Advisory LLC | Westport, CT | Dec 2023 - Current | < 1 |
| Lpl Financial LLC | Westport, CT | Sep 2020 - Current | 3 |
| Mml Investors Services, LLC | Elmsford, NY | Mar 2017 - Sep 2020 | 3 |
| Massachusetts Mutual Life Insurance Company | Elmsford, NY | Jul 2016 - Sep 2020 | 4 |
| Msi Financial Services | Elmsford, NY | Jul 2016 - Mar 2017 | < 1 |
| Metlife Securities Inc. | Trumbull, CT | Jan 2005 - Jul 2016 | 11 |
| Metropolitan Life Insurance Company | Trumbull, CT | Jan 2005 - Jul 2016 | 11 |
| New England Securities | Elmsford, NY | Nov 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2010 |
- CT
- NY
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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