Gerard StellwagenCRD Number: 1005272
Current Firm: Prosperity Capital Advisors
Gerard Stellwagen (CRD# 1005272) is an Investment Advisor Representative working at Prosperity Capital Advisors in Venice, FL and has over 34 years of experience in the finance industry. Gerard Stellwagen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
A New Approach Financial Planning
Seacure Advisors LLC
Williams Wealth Management Group, Inc.
|Wealth Advisors LLC||Nokomis, FL||Jan 2003 - Current||14|
|J.w. Cole Financial Inc.||Tampa, FL||Oct 2008 - May 2009||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1982|
|S65||NASAA Investment Advisors Law Examination||Oct 1992|
Total Assets Under Management466MILLIONS
Total Number of Accounts2,458ACCOUNTS
Average Account Value$189,606
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, PA, RI, SC, SD, TN, TX, VA, WA, WI, WV
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