William Gerics, financial advisor Red Bank NJ

William Gerics

CRD Number: 5402059
Current Firm: Wbi Investments, LLC

William Gerics (CRD# 5402059) is an Investment Advisor Representative working at Wbi Investments, LLC in Red Bank, NJ and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Wbi Investments Red Bank, NJ Jul 2006 - Current 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2007
Contact Info for William T. Gerics
Phone Number: 732-842-4920
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    582
    MILLIONS
  • Total Number of Accounts
    1,569
    ACCOUNTS
  • Average Account Value
    $370,782
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

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