Gerald Ursrey
Gerald Ursrey is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Ponte Vedra Beach, FL, 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 15,631 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Private Wealth Services (Kestra PWS) offers investment management services where your advisor manages your account based on your goals and risk tolerance. Fees are based on a percentage of your portfolio and can be up to 2.5% annually. The exact fee depends on factors like the size of your account, the type of account (e.g., retirement), and the specific services you use. Fees are negotiable. Kestra PWS also offers various advisory platforms with different fee structures, including program fees that may incentivize your advisor to increase your overall fee.
Location
Ponte Vedra Beach, FL
Get directionsHistory
Regulatory History (3)
Regulatory
December 2010Customer Dispute
February 2009Criminal
September 1998Other Business ActivitiesSells Insurance
Gerald is an agent with Pinnacle IFS selling various insurance products and mutual funds, and the Managing Partner of The Ursrey Companies LLC, running his insurance and securities business. He also works as an IAR Rep for TLG Advisors Inc, an advisor for The Ursrey Companies LLC, an Investment Advisor Representative for Kestra Advisory Services, LLC, and a Managing Director for Rivergrass Wealth Management, providing investment advisory services and selling variable life insurance and annuities.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
New England SecuritiesBroker
State Registrations6 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.