Be advised. This firm is no longer registered.

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 - 6 of 6 top financial advisors.
1
Michael H. Chu
CRD#: 5365103
565 Fifth Avenue, 27th Floor, New York, NY 10017
96
Wealthminder
score

Michael Chu (CRD# 5365103) is an Investment Advisor Representative working at Gerstein Fisher in New York, NY and has over 6 years of experience in the finance industry.

2
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 25 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.

3
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 9 years of experience in the finance industry.

4
Bernard J. Lynch
CRD#: 5764980
565 Fifth Avenue, 27th Floor, New York, NY 10017
90
Wealthminder
score

Bernard Lynch (CRD# 5764980) is an Investment Advisor Representative working at Gerstein Fisher in New York, NY and has over 3 years of experience in the finance industry.

5
Stuart L. Bell
CRD#: 6593919
565 Fifth Avenue, 27th Floor, New York, NY 10017
88
Wealthminder
score

Stuart Bell (CRD# 6593919) is an Investment Advisor Representative working at Gerstein Fisher in New York, NY and has 1 year of experience in the finance industry.

6
E. G. Costa
CRD#: 2477462
565 Fifth Avenue, 27th Floor, New York, NY 10017
81
Wealthminder
score

E. Costa (CRD# 2477462) is an Investment Advisor Representative working at Gerstein Fisher in New York, NY and has over 24 years of experience in the finance industry.

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