Howard Gershkowitz
Howard Gershkowitz is a registered investment advisor at Cetera Investment Advisers LLC, based in Phoenix, AZ, with 41 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1430 E Missouri Ave, Ste B111, Phoenix, AZ, 85014
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Regulatory History (1)
Customer Dispute
November 2011Other Business ActivitiesSells Insurance
Howard is a co-founder of Allwealth Planning, managing private wealth clients, which takes about a quarter of his time. He also works as an insurance agent selling fixed insurance products and spends a few hours per week on this. Additionally, Howard is an author and poet, selling books on Amazon and at book fairs, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.