Fillip Gershon
Fillip Gershon is a registered investment advisor at Cetera Investment Advisers LLC, based in Wall, NJ, with 29 years of industry experience. Fillip 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
1540 Highway 138 Ste 303, Wall, NJ, 07719
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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
Fillip sells fixed insurance products, including life insurance and annuities, accounting for 5% of his business. He is also a partner and registered representative at Safe Harbor Financial, LLC, dedicating full-time hours to financial services, and a 50% owner of Safe Harbor Financial II, a real estate venture, spending minimal time on it. Additionally, Fillip is a trustee for Allaire Park Condo Assoc, spending minimal time managing the office complex.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Multi-Financial Securities Corporation
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Gkn Securities CORP.Broker
State Registrations40 states
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