Edward GeretyCRD Number: 6304369
Current Firm: Opes Advisors, Inc.
Edward Gerety (CRD# 6304369) is an Investment Advisor Representative working at Opes Advisors, Inc. in Santa Cruz, CA and has over 2 years of experience in the finance industry.
Opes Advisors, Inc.
Moneywise Financial Advisors
Nexus Wealth Advisors, LLC
|Opes Advisors||Santa Cruz, CA||Nov 2010 - Current||6|
|Metlife Home Loans||Capitola, CA||Sep 2008 - Nov 2010||2|
|First Horizon Home Loans||Capitola, CA||Oct 2000 - Sep 2008||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
Total Assets Under Management299MILLIONS
Total Number of Accounts874ACCOUNTS
Average Account Value$341,681
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, OR, TX, WA