Gerstein Fisher

Gerstein Fisher (CRD# 118551) is a financial advisory firm headquartered in New York, NY. They manage $1,916,596,158 in 5,880 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,917
    MILLION
  • Total Number of Accounts
    5,880
    ACCOUNTS
  • Average Account Value
    $325,952
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 investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, MI, MN, NC, NH, NJ, NY, OH, OR, PA, TX, VA, WA

Financial Advisors at Gerstein Fisher
Showing 1 - 10 of 19 top financial advisors.
1
Gregg S. Fisher
CRD#: 2271529
100 William Street, Suite 403, New York, NY 10038
96
Wealthminder
score

Gregg Fisher (CRD# 2271529) is an Investment Advisor Representative working at Gerstein Fisher in New York, NY and has over 24 years of experience in the finance industry. Gregg Fisher 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.

2
Michael R. Gold
CRD#: 4171638
565 Fifth Avenue, 27th Floor, New York, NY 10017
96
Wealthminder
score

Michael Gold (CRD# 4171638) is an Investment Advisor Representative working at Gerstein Fisher in New York, NY and has over 16 years of experience in the finance industry. Michael Gold 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.

3
Keri R. Primack
CRD#: 2405848
565 Fifth Avenue, 27th Floor, New York, NY 10017
96
Wealthminder
score

Keri Primack (CRD# 2405848) is an Investment Advisor Representative working at Gerstein Fisher in New York, NY and has over 19 years of experience in the finance industry. Keri Primack 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.

4
Christopher A. Dende
CRD#: 6094103
565 Fifth Avenue, 27th Floor, New York, NY 10017
93
Wealthminder
score

Christopher Dende (CRD# 6094103) is an Investment Advisor Representative working at Gerstein Fisher in New York, NY and has over 4 years of experience in the finance industry. Christopher Dende 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.

5
Stephen R. Johnson
CRD#: 5830518
565 Fifth Avenue, 27th Floor, New York, NY 10017
93
Wealthminder
score

Stephen Johnson (CRD# 5830518) is an Investment Advisor Representative working at Gerstein Fisher in New York, NY and has over 6 years of experience in the finance industry.

6
Robert N. Martz
CRD#: 1901431
565 Fifth Avenue, 27th Floor, New York, NY 10017
93
Wealthminder
score

Robert Martz (CRD# 1901431) is an Investment Advisor Representative working at Gerstein Fisher in New York, NY and has over 22 years of experience in the finance industry.

7
Daniel W. Maurer
CRD#: 1603058
565 Fifth Avenue, 27th Floor, New York, NY 10017
93
Wealthminder
score

Daniel Maurer (CRD# 1603058) is an Investment Advisor Representative working at Gerstein Fisher in New York, NY and has over 26 years of experience in the finance industry.

8
Christopher Meeske
CRD#: 5327242
565 Fifth Avenue, 27th Floor, New York, NY 10017
93
Wealthminder
score

Christopher Meeske (CRD# 5327242) is an Investment Advisor Representative working at Gerstein Fisher in New York, NY and has over 8 years of experience in the finance industry.

9
Curt A. Schultzberg
CRD#: 2491866
565 Fifth Avenue, 27th Floor, New York, NY 10017
93
Wealthminder
score

Curt Schultzberg (CRD# 2491866) is an Investment Advisor Representative working at Gerstein Fisher in New York, NY and has over 22 years of experience in the finance industry.

10
Anna Tyutyunik
CRD#: 5428716
565 Fifth Avenue, 27th Floor, New York, NY 10017
93
Wealthminder
score

Anna Tyutyunik (CRD# 5428716) is an Investment Advisor Representative working at Gerstein Fisher in New York, NY and has over 7 years of experience in the finance industry.

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