SG
SG
Stefan Gertsch is a registered investment advisor, based in Memphis, TN, with 18 years of industry experience.
Location
6410 Poplar Avenue, Suite 320, Memphis, TN, 38119
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Regulatory History (2)
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Employment Separation After Allegations
November 2024Customer Dispute
August 2016Denied
Other Business ActivitiesSells Insurance
Stefan is a wealth advisor at Bright River Private Wealth, dedicating nearly full-time hours to advising clients. He also serves as a director for JK International Inc, a freight forwarding logistics business, and as a consultant for Nakomis Properties LLC, a real estate venture, each requiring minimal time. Stefan owns SDG BRPW LLC for tax purposes, also requiring minimal time.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
December 2024 - Present · 1 yr 7 mos
Kestra Private Wealth Services, LLC
December 2024 - Present · 1 yr 7 mos
Previous Registrations
UBS Financial Services INC.
January 2012 - December 2024 · 12 yrs 11 mos
UBS Financial Services INC.Broker
January 2012 - December 2024 · 12 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - January 2012 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - January 2012 · 2 yrs 3 mos
Chickasaw Capital Management, LLC
March 2007 - May 2009 · 2 yrs 2 mos
Chickasaw Securities, LLCBroker
February 2007 - May 2009 · 2 yrs 3 mos
State Registrations33 states
ALARAZCACOCTDCFLGAILINKSKYLAMIMNMOMSNCNENHNJNVNYOHOKSCTNTXUTVAWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.