Gerson Ossers, financial advisor Shelton CT
90 score

Gerson Ossers

CRD Number: 6118195
Current Firm: Procyon Private Wealth Partners, LLC

Gerson Ossers (CRD# 6118195) is an Investment Advisor Representative working at Procyon Private Wealth Partners, LLC in Shelton, CT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Procyon Private Wealth Partners, LLC Shelton, CT Jun 2017 - Current < 1
Ubs Financial Services Inc. Stamford, CT May 2014 - Jun 2017 3
Northwestern Mutual Investment Services, LLC Fairfield, CT Dec 2012 - May 2014 1
Leonard J. Dicostanzo Fairfield, CT Sep 2012 - May 2014 1
Blue Colony Diner Newtown, CT Jun 2008 - Jul 2012 4
Western Connecticut University Danbury, CT Sep 2007 - May 2012 4
Spinning Wheel Inn Redding, CT Jun 2006 - Oct 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Gerson R. Ossers
Phone Number: (203) 920-4080
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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