Charles Gersbeck
Charles Gersbeck is a registered investment advisor at Wells Fargo Advisors, based in Ponte Vedra Beach, FL, with 29 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
818 Us Highway A1A N, Stes 200 & 206, Ponte Vedra Beach, FL, 32082
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2005Other Business Activities
Charles is a board member of the Lighthouse Point Townhomes Homeowners Association since February 2024, dedicating minimal time. His duties include attending meetings, ensuring community safety, maintaining common grounds, and assisting with landscaping and the pool committee.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
First Union Brokerage Services, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations37 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.
Exams
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