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Gregory Gerhartz

21 Years of Experience
Broker

Gregory Gerhartz is a registered investment advisor, based in Medford, NJ, with 21 years of industry experience.

Location

Medford, NJ

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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

Gregory works as a strategy consultant for Blueprint Investment Partners, a registered investment advisor, dedicating nearly full-time hours. He also works as a strategy consultant for Maplewood Investments, Inc., a broker-dealer, spending a few hours per week.

Employment History
Current Registrations
Maplewood Investments, INC.
November 2024 - Present · 1 yr 5 mos
Maplewood Investments, INC.Broker
November 2024 - Present · 1 yr 5 mos
Blueprint Investment Partners LLC
February 2024 - Present · 2 yrs 2 mos
Previous Registrations
Long Short Advisors, LLC
August 2023 - October 2023 · 2 mos
Locorr Distributors, LLCBroker
November 2020 - January 2023 · 2 yrs 2 mos
Imst Distributors, LLCBroker
November 2019 - September 2020 · 10 mos
Equinox Group Distributors, LLCBroker
March 2016 - November 2019 · 3 yrs 8 mos
Blackrock Investments, LLCBroker
October 2013 - February 2016 · 2 yrs 4 mos
Equinox Group Distributors, LLCBroker
May 2012 - September 2013 · 1 yr 4 mos
Oppenheimerfunds Distributor, INC.Broker
November 2005 - May 2012 · 6 yrs 6 mos
Chase Investment Services CORP.Broker
July 2004 - November 2005 · 1 yr 4 mos
Greenwich Global, LLCBroker
February 2004 - June 2004 · 4 mos
Investprivate, INC.Broker
August 2003 - February 2004 · 6 mos
State Registrations1 state
NC
Advisor

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Exams
No exam information available for this advisor.
Gregory Gerhartz - Financial Advisor | TrueAdvisor