Edward Gerety, financial advisor Santa Cruz CA
89 score

Edward Gerety

CRD 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.

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Company Name Location Dates Years
Opes Advisors Santa Cruz, CA Nov 2010 - Current 5
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
Contact Info for Edward J. Gerety
Phone Number: 408-831-5804
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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