GU
GU

Gerhardi Underhay

27 Years of Experience
Bunnell, FL
Broker

Gerhardi Underhay is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bunnell, FL, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

4601 E. Moody Blvd., Suite G-5, Bunnell, FL, 32110

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Gerhardi is the owner of Flagler County Investment Services, Inc., an S-Corp, but dedicates minimal time to it. Gerhardi also owns and maintains Hardys Horse Haven, LLC, spending about 10-20% of his time on this business.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2009 - Present · 16 yrs 8 mos
Raymond James Financial Services, INC.
October 2003 - Present · 22 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2003 - Present · 22 yrs 7 mos
Previous Registrations
Raymond James Financial Services
November 2004 - October 2009 · 4 yrs 11 mos
Edward JonesBroker
January 1999 - November 2003 · 4 yrs 10 mos
State Registrations16 states
AZCOCTFLGAMAMSNCNHNYOHPASCTNVAWV
AdvisorBrokerBoth

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.