German Gentile, financial advisor Mountain View CA
89 score

German Gentile

CRD Number: 6239105
Current Firm: Concert Wealth Management

German Gentile (CRD# 6239105) is an Investment Advisor Representative working at Concert Wealth Management in Mountain View, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Concert Wealth Management, Inc. San Jose, CA Oct 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Aug 2015 < 1
Morgan Stanley Menlo Park, CA Aug 2013 - Aug 2015 2
Unemployed Palo Alto, CA May 2012 - Aug 2013 1
Cima Buenos Aires, Sep 2011 - May 2012 < 1
Snl Financial London, Aug 2010 - Sep 2011 1
Personal Travel Travel, Dec 2008 - Aug 2010 1
Citigroup Ltd London, Mar 2004 - Dec 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for German Gentile
Phone Number: 408-856-6310
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,012
    MILLIONS
  • Total Number of Accounts
    11,032
    ACCOUNTS
  • Average Account Value
    $182,406
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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