Gerald Delk (CRD# 5307847) is an Investment Advisor Representative working at Avantax Advisory Services in West Windsor, NJ and has over 16 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wellington Street Advisory Group | West Windsor, NJ | Nov 2020 - Current | 3 |
| Avantax Advisory Services | West Windsor, NJ | Jun 2020 - Current | 3 |
| Avantax Investment Services, Inc. | West Windsor, NJ | May 2020 - Current | 3 |
| Avantax Insurance Agency LLC | West Windsor, NJ | May 2020 - Current | 3 |
| Rutgers University | New Brunswick, NJ | Sep 2016 - Current | 7 |
| Nylife Securities LLC | Edison, NJ | May 2014 - Oct 2019 | 5 |
| New York Life Insurance Co | Edison, NJ | Mar 2014 - Oct 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2007 |
- NJ
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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, WY
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