Gerard DoddCRD Number: 7087972
Current Firm: Prudential Financial Planning Services
Gerard Dodd (CRD# 7087972) is an Investment Advisor Representative working at Prudential Financial Planning Services in White Plains, NY and has over 3 years of experience in the finance industry.
Park Avenue Securities LLC
High Mountain Financial Coaching LLC
Hightower Advisors, LLC
|The Prudential Insurance Company Of America||White Plains, NY||Aug 2019 - Current||2|
|Pruco Securities||White Plains, NY||Mar 2019 - Current||3|
|Unemployed||New York, NY||Apr 2017 - Current||5|
|Cibc World Markets||London,||Jul 2013 - Apr 2017||3|
|Unemployed||New York, NY||Oct 2012 - Jul 2013||< 1|
|State Street Global Markets||London And New York,||Aug 2000 - Oct 2012||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2019|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management14,969MILLIONS
Total Number of Accounts92,200ACCOUNTS
Average Account Value$162,356
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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