Adam Gerken, financial advisor Foster City CA

Adam Gerken

CRD Number: 6744135
Current Firm: Bailard, Inc.

Adam Gerken (CRD# 6744135) is an Investment Advisor Representative working at Bailard, Inc. in Foster City, CA and has 1 year of experience in the finance industry.

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Wealth & Tax Planners
Company Name Location Dates Years
Bailard, Inc. Foster City, CA Jan 2019 - Current 1
Alps, A Dst Company Denver, CO Jul 2017 - Dec 2018 1
Denver Wealth Management Denver, CO Dec 2016 - Apr 2017 < 1
Apollo Aquatics, Inc. Denver, CO May 2016 - Oct 2016 < 1
Colorado College Colorado Springs, CO Aug 2012 - May 2016 3
3 Creek Ranch Jackson, WY Jun 2015 - Aug 2015 < 1
Teton Gravity Research Wilson, WY May 2015 - Aug 2015 < 1
Apollo Aquatics, Inc. Denver, CO May 2014 - Jul 2014 < 1
Apollo Aquatics, Inc. Denver, CO May 2013 - Sep 2013 < 1
Apollo Aquatics, Inc. Denver, CO May 2012 - Sep 2012 < 1
Student Highlands Ranch, CO Aug 2009 - May 2012 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2019
Contact Info for Adam Gerken
Phone Number: 650-571-5800
Firm Website: http://www.bailard.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,447
    MILLIONS
  • Total Number of Accounts
    1,931
    ACCOUNTS
  • Average Account Value
    $1,784,958
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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