Brennen Gerhart (CRD# 5934186) is an Investment Advisor Representative working at Atcap Partners, LLC in Cedar Grove, NJ and has over 12 years of experience in the finance industry. Brennen Gerhart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ceros Financial Services, LLC | Rockville, MD | Jul 2022 - Current | 1 |
| Atcap Partners, LLC | Rockville, MD | Jul 2022 - Current | 1 |
| Morgan Stanley Smith Barney LLC | Morristown, NJ | Oct 2021 - Jul 2022 | < 1 |
| Morgan Stanley Private Bank, N.a | New York, NY | Oct 2021 - Jul 2022 | < 1 |
| Bank Of America, N.a. | Bridgewater, NJ | Jul 2013 - Oct 2021 | 8 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bridgewater, NJ | Jun 2013 - Oct 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2013 |
- NJ
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Total Assets Under Management84MILLIONS
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Total Number of Accounts288ACCOUNTS
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Average Account Value$292,530
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AL, AZ, CT, FL, GA, IL, MA, MD, ME, NC, NJ, NY, OH, PA, TN, TX, VA
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