Peter Gerry, financial advisor Ridgeland SC
90 score

Peter Gerry

CRD Number: 6224587
Current Firm: Dividend Assets Capital, LLC

Peter Gerry (CRD# 6224587) is an Investment Advisor Representative working at Dividend Assets Capital, LLC in Ridgeland, SC and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Dividend Assets Capital LLC Ridgeland, SC Oct 2012 - Current 5
Office Of The State Auditor Trenton, NJ Mar 2008 - Sep 2012 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Peter G. Gerry
Phone Number: 843.645.9700
Registered State(s):
  • PA
  • SC
By the Numbers
  • Total Assets Under Management
    2,656
    MILLIONS
  • Total Number of Accounts
    1,180
    ACCOUNTS
  • Average Account Value
    $2,250,813
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
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, KY, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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