David Gerasin
David Gerasin is a registered investment advisor at Steele Street Capital LLC, based in Kittery, ME, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 129 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Steele Street Capital offers investment management through two main services:
Steele Street Capital Wealth Management (SSCWM): This service is for clients with complex family wealth needs. Fees range from 0.35% to 2.00% annually, or a fixed fee starting at $3,750. Fees are negotiable.
Steele Street Capital Ascent (SSCA): This service is for clients in the wealth-building phase. Fees range from 0.175% to 1.75% annually, or a fixed fee starting at $1,875. Fees are negotiable.
Location
1 Me-236, Suite 3, Kittery, ME, 03904
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Other Business Activities
David has several investment-related business activities, including ownership in Gerasin Family Realty, LLC, 445 York Street LLC, YSKICE LLC, Steele Street Capital, LLC, and Gerasin Holdings LLC, all involving real estate and investment management. He also serves as a trustee for Steele Street Capital PSP & DBP. Steele Street Capital, LLC takes nearly full-time hours.
Employment History
Current Registrations
Steele Street Capital LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.