Gerson Ossers is a CFP-designated registered investment advisor at Shufro, Rose & CO., LLC, based in New York, NY, with 12 years of industry experience. Gerson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 1,338 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shufro Rose & Co. charges an annual investment advisory fee based on the value of your portfolio, paid quarterly. The fee generally ranges from 0.65% to 1.50% per year. The firm may, at its discretion, waive or reduce fees for specific accounts. Fees are deducted from your account, and the charge is shown on your monthly statement.
Location
600 Lexington Avenue, 15th Floor, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Shufro, Rose & CO., LLC
Previous Registrations
Source Financial Advisors, LLC
Procyon Private Wealth Partners, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations4 states
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