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Gerald Dietz, financial advisor The Colony TX

Gerald Dietz

CRD Number: 4032865
Current Firm: Cape Investment Advisory, Inc.

Gerald Dietz (CRD# 4032865) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in The Colony, TX and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Cape Securities, Inc. Mcdonough, GA Jan 2018 - Current 3
Richland College Dallas, TX Apr 2017 - Current 3
Wbb Securities, LLC San Diego, CA Nov 2016 - Dec 2017 1
Keystone Capital Corporation San Diego, CA Jul 2014 - Oct 2016 2
Itt Technical Institute Richardson, TX Mar 2014 - Sep 2016 2
Girard Securities, Inc. San Diego, CA Feb 2011 - May 2014 3
Qa3 Financial Corp Omaha, NE Feb 2009 - Feb 2011 2
Qa3 Financial LLC Omaha, NE Feb 2009 - Feb 2011 2
C2 Financial Mckinney, TX Feb 2009 - Feb 2011 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

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Contact Info for Gerald P. Dietz
By the Numbers
  • Total Assets Under Management
    294
    MILLIONS
  • Total Number of Accounts
    1,180
    ACCOUNTS
  • Average Account Value
    $249,391
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, HI, IN, LA, MA, MD, MI, MO, MS, MT, NC, ND, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, VA, WA, WI

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