Gerard St-Cyr (CRD# 6477219) is an Investment Advisor Representative working at Eagle Strategies LLC in Long Branch, NJ and has over 8 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriwealth Financial Group, LLC | Branch, NJ | Apr 2024 - Current | < 1 |
| Eagle Strategies LLC | Saddle Brook, NJ | Aug 2020 - Current | 3 |
| New York Life Insurance Company | Saddlebrook, NJ | Jul 2020 - Current | 3 |
| Nylife Securities LLC | Saddlebrook, NJ | Jul 2020 - Current | 3 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2016 - Jul 2020 | 4 |
| Morgan Stanley Smith Barney LLC | Sea Girt, NJ | Oct 2015 - Jul 2020 | 4 |
| Securian Financial Services Inc. | St. Paul, MN | Jul 2015 - Sep 2015 | < 1 |
| Minnesota Life | St. Paul, MN | Jul 2015 - Sep 2015 | < 1 |
| Mid Atlantic Resource Group | Wall, NJ | Jul 2015 - Sep 2015 | < 1 |
| Axa | Woodbridge, NJ | Mar 2015 - Apr 2015 | < 1 |
| Unemployed | Long Branch, NJ | Nov 2013 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- NJ
-
Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
-
Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.