Gerald Reiss
Gerald Reiss is a registered investment advisor at Cetera Investment Advisers LLC, based in Westfield, NJ, with 30 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
220 Saint Paul Street, Westfield, NJ, 07090
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gerald is the owner of a CPA firm since 1993, providing audits, financial statements, accounting, tax preparation, planning, and advice. He also provides individual life insurance to individuals since 1996, and this activity is not investment related.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
C. J. M. Planning CORP.Broker
State Registrations16 states
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