Gerard Trask, financial advisor Saint Petersburg FL
89 score

Gerard Trask

CRD Number: 6238949
Current Firm: Archer Investment Corporation

Gerard Trask (CRD# 6238949) is an Investment Advisor Representative working at Archer Investment Corporation in Saint Petersburg, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Archer Investment Corporation Indianapolis, IN Aug 2013 - Current 3
D&d Missionary Homes, Inc. St Petersburg, FL Nov 2008 - Current 8
Fl Fab Tech, Inc. Largo, FL Apr 2004 - Apr 2010 6
North Florida Baptist Church Tallahassee, FL Aug 2007 - Mar 2008 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for Gerard E. Trask
Phone Number: 317-581-1776
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    175
    MILLIONS
  • Total Number of Accounts
    1,200
    ACCOUNTS
  • Average Account Value
    $145,833
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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, FL, GA, IL, IN, MD, ME, MI, MO, NC, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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