Adam Gerber
Adam Gerber is a registered investment advisor at Stonex Advisors INC., based in White Plains, NY, with 32 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
White Plains, NY
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Regulatory History (1)
Criminal
May 1990Other Business ActivitiesSells Insurance
Adam is a lacrosse coach and an insurance agent for BUA, dedicating a few hours per week to each activity. He is compensated hourly for coaching and by policy for insurance sales.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Prudential Securities IncorporatedBroker
Chatfield Dean & CO., INC.Broker
State Registrations16 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.