Andrew Gerback, financial advisor Southfield MI
89 score

Andrew Gerback

CRD Number: 6193126
Current Firm: Strategic Advisers, Inc.

Andrew Gerback (CRD# 6193126) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Southfield, MI and has over 3 years of experience in the finance industry.

Similar Advisors
Greg Brown, financial advisor Southfield MI
Greg Brown
CRD# 6002011
Pathway Financial Planning
Score
105
Similar Advisors
James Carnaghi, financial advisor Southfield MI
James R. Carnaghi
CRD# 6431871
Spc
Score
99
Similar Advisors
Ryan Fedricks, financial advisor Southfield MI
Ryan L. Fedricks
CRD# 6177716
Plante Moran Financial Advisors
Score
103
Company Name Location Dates Years
Fidelity Brokerage Services, LLC Novi, MI May 2013 - Current 3
Michigan State University East Lansing, MI Aug 2008 - May 2013 4
Veritude Birmingham, MI May 2012 - Dec 2012 < 1
Pronto Catering Royal Oak, MI May 2011 - Aug 2011 < 1
River's Edge Bar And Grill Shelby Township, MI May 2011 - Aug 2011 < 1
Olga's Kitchen Auburn Hills, MI May 2010 - May 2011 1
Msu Residential Hospitality Services East Lansing, MI Sep 2009 - Apr 2010 < 1
Rochester Adams High School Rochester Hills, MI Aug 2003 - May 2008 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
S63 Uniform Securities State Law Examination Aug 2013
Contact Info for Andrew R. Gerback
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Andrew Gerback and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.