Theresa Gernhard, financial advisor Pittsfield NH
93 score

Theresa Gernhard

CRD Number: 3119822
Current Firm: Cetera Investment Advisers LLC

Theresa Gernhard (CRD# 3119822) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pittsfield, NH and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Financial Specialists LLC Schaumburg, IL Feb 2008 - Current 8
Cetera Investment Advisers LLC Schaumburg, IL Feb 2008 - Current 8
Tacco Financial Group LLC Pittsfield, NH Jan 2007 - Current 9
J.w. Cole Financial, Inc. Pittsfield, NH Jan 2006 - Feb 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Aug 2000
Contact Info for Theresa C. Gernhard
Phone Number: 888-528-2987
Registered State(s):
  • NH
  • TX
  • SC
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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)
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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