Edward Gerber, financial advisor Englewood CO

Edward Gerber

CRD Number: 2957680
Current Firm: Market Guard

Edward Gerber (CRD# 2957680) is an Investment Advisor Representative working at Market Guard in Englewood, CO and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Stephen A. Kohn & Associates, Ltd. Lakewood, CO Feb 2019 - Current 2
Del Mar Group/royal Alliance Littleton, CO Feb 2017 - Current 4
Royal Alliance Associates Littleton, CO Mar 2017 - Jan 2019 1
Transamerica Capital, Inc. Denver, CO Jul 2012 - Feb 2017 4
Del Mar Group Littleton, CO May 2011 - Jul 2012 1
The Leaders Group Inc. Littleton, CO May 2011 - Jul 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S66 NASAA Uniform Combined State Law Examination Dec 2003
S65 NASAA Investment Advisors Law Examination Apr 2019
Contact Info for Edward L. Gerber
Phone Number: 720-457-6844
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    244
    MILLIONS
  • Total Number of Accounts
    1,277
    ACCOUNTS
  • Average Account Value
    $191,290
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, DC, FL, GA, LA, MD, NC, NE, TN, TX, VA

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