Chera Gerstein, financial advisor Hartford CT

Chera Gerstein

CRD Number: 717074
Current Firm: Cetera Advisor Networks LLC

Chera Gerstein (CRD# 717074) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Hartford, CT and has over 28 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Sep 2013 - Current 8
Willis Towers Watson Northeast, LLC Hartford, CT Jun 1999 - Current 23
Tower Square Securities, Inc. Hartford, CT Jan 2000 - Aug 2013 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1994
S65 NASAA Investment Advisors Law Examination Jan 2000
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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Chera S. Gerstein
Phone Number: 310-326-3100
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    50,296
    MILLIONS
  • Total Number of Accounts
    174,993
    ACCOUNTS
  • Average Account Value
    $287,416
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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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