Gerald Fershtman
Gerald Fershtman is a registered investment advisor at Maxim Financial Advisors LLC, based in Woodbury, NY, with 31 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 747 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment management are negotiated between you and your advisor. Wrap account fees range from 0.1% to 2.5% annually. For customized hedge fund portfolios, Maxim Financial Advisors' fee ranges up to 1.5% annually, in addition to Crystal Capital Partners' fee of up to 1.5% and underlying managers' fees.
Location
20 Crossways Park Drive North, Suite 304, Woodbury, NY, 11797
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2015Employment History
Current Registrations
Maxim Financial Advisors LLC
Maxim Group LLCBroker
Previous Registrations
Investec Ernst & CompanyBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential Securities IncorporatedBroker
Gkn Securities CORP.Broker
Royce Investment Group, INC.Broker
State Registrations14 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.