Erich GerlachCRD Number: 5384583
Current Firm: Strategic Advisers, Inc.
Erich Gerlach (CRD# 5384583) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Highland Park, IL and has over 10 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Fidelity Brokerage Services LLC||Highland Park, IL||Dec 2012 - Current||5|
|Citigroup Global Markets Inc.||Arlington Heights, IL||Oct 2011 - Dec 2012||1|
|Citigroup Global Markets Inc.||Chicago, IL||Jun 2010 - Oct 2011||1|
|Vanguard Group Inc.||Valley Forge, PA||Mar 2010 - Jun 2010||< 1|
|Vanguard Group Inc.||Valley Forge, PA||Mar 2009 - Mar 2010||1|
|Vanguard Group Inc.||Charlotte, NC||Jul 2007 - Mar 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2007|
|S65||NASAA Investment Advisors Law Examination||Aug 2010|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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