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Gerald Gerson

17 Years of Experience
Marblehead, MA

Gerald Gerson is a registered investment advisor at Gerson Wealth Management, LLC, based in Marblehead, MA, with 17 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Marblehead, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gerald is a partner and CPA at Litmangerson Associates, LLP, an accounting firm, since 2002. This is his primary business and takes about a quarter of his time.

Employment History
Current Registrations
Gerson Wealth Management, LLC
June 2008 - Present · 17 yrs 11 mos
State Registrations1 state
MA
Advisor

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.

Exams
No exam information available for this advisor.