Gerard Delannoy, financial advisor Westborough MA
88 score

Gerard Delannoy

CRD Number: 6361929
Current Firm: Signator Investors, Inc.

Gerard Delannoy (CRD# 6361929) is an Investment Advisor Representative working at Signator Investors, Inc. in Westborough, MA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
John Hancock / Sii Westborough, MA Jun 2014 - Current 2
Cumberland Remodeling, Inc. Cumberland, RI Jan 2010 - Current 6
Bryant University Smithfield, RI Sep 2012 - Jun 2014 1
Community College Of Rhode Island Lincoln, RI Sep 2009 - May 2012 2
Sitescapes, Inc. Cumberland, RI Jun 2010 - Sep 2010 < 1
Providence Yarn Company Pawtucket, RI Sep 2009 - Jun 2010 < 1
Daves Marketplace Cumberland, RI Sep 2009 - May 2010 < 1
Cumberland High School Cumberland, RI Sep 2005 - Jul 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2014
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Gerard P. Delannoy
Phone Number: 800-543-6611
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    2,196
    MILLIONS
  • Total Number of Accounts
    25,384
    ACCOUNTS
  • Average Account Value
    $86,500
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
  • 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
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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