William Gerdts
William Gerdts is a registered investment advisor at Raymond James & Associates, INC., based in San Jose, CA, with 53 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
333 W San Carlos St., Suite 1650, San Jose, CA, 95110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William owns and manages a rental home in San Jose, California, since 2018, collecting rents and maintaining the property. He spends a few hours per week on this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Sutro & CO. IncorporatedBroker
Everen Securities, INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
Sutro & CO. IncorporatedBroker
Dean Witter Reynolds INC.Broker
Dean Witter & CO. IncorporatedBroker
State Registrations31 states
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