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).

Current Firm Details
565 Fifth Avenue, 27th Floor, New York, NY 10017
http://www.gersteinfisher.com
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
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
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals