Gerrit Fedele, financial advisor Philadelphia PA

Gerrit Fedele

CRD Number: 2442980
Current Firm: Fiduciary Advisors, LLC

Gerrit Fedele (CRD# 2442980) is an Investment Advisor Representative working at Fiduciary Advisors, LLC in Philadelphia, PA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Efficient Advisors, LLC Philadelphia, PA Mar 2021 - Current 3
The Advisor Lab, LLC Philadelphia, PA Mar 2021 - Current 3
Pcs Retirement, LLC Phildadelphia, PA Mar 2021 - Current 3
Fiduciary Advisors, LLC Philadelphia, PA Sep 2017 - Current 6
The Advisor Lab, LLC Philadelphia, PA Jun 2020 - Mar 2021 < 1
Professional Capital Services, LLC Philadelphia, PA Sep 2017 - Mar 2021 3
Efficient Advisors, LLC Philadelphia, PA Mar 2016 - Jul 2020 4
Fiduciary Advisors, LLC Philadelphia, PA Sep 2017 - Jul 2019 1
Efficient Advisors, LLC Philadelphia, PA Dec 2015 - Jul 2019 3
The Advisor Lab, LLC Philadelphia, PA Sep 2017 - Feb 2018 < 1
Professional Capital Services, LLC Philadelphia, PA Aug 2010 - Sep 2017 7
The Advisor Lab, LLC Philadelphia, PA May 2010 - Sep 2017 7
Efficient Advisors, LLC Philadelphia, PA May 2010 - Dec 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1994
S65 NASAA Investment Advisors Law Examination Apr 2009
Contact Info for Gerrit A. Fedele
Phone Number: (267) 534-2490
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    333
    MILLIONS
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $37,046,386
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

PA

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