Anastasia Gerasimova, financial advisor Grand Junction CO

Anastasia Gerasimova

CRD Number: 6386802
Current Firm: D.a. Davidson & Company

Anastasia Gerasimova (CRD# 6386802) is an Investment Advisor Representative working at D.a. Davidson & Company in Grand Junction, CO and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Grand Junction, CO May 2021 - Current 3
Reynolds Polymer Technology Inc. Grand Junction, CO Jan 2016 - May 2021 5
Wells Fargo Clearing Services, LLC Grand Junction, CO Nov 2016 - May 2019 2
Wells Fargo Bank Na Grand Junction, CO Sep 2009 - Nov 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2017
S63 Uniform Securities State Law Examination Oct 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Anastasia Gerasimova
Phone Number: 406-727-4200
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    27,925
    MILLIONS
  • Total Number of Accounts
    81,264
    ACCOUNTS
  • Average Account Value
    $343,638
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, VT, WA, WI, WV, WY

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