RG
RG

Randall Gerardes

9 Years of Experience
Poughkeepsie, NY
Broker

Randall Gerardes is a registered investment advisor at Morgan Stanley, based in Poughkeepsie, NY, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...

Location

Beechwood Office Park., 2678 South Road, Poughkeepsie, NY, 12601

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Randall is a partner at RDG Capital Partners LLC, and a sole proprietor/owner of 43 Ackerman LLC and Beacon Enclave LLC, all real estate related. These activities involve property management and administrative tasks, taking minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
March 2025 - Present · 1 yr 2 mos
Morgan StanleyBroker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Wells Fargo Securities, LLCBroker
November 2012 - November 2020 · 8 yrs
State Registrations29 states
ARAZCACOCTDCDEFLGAILINKYMAMDMEMTNCNHNJNYOKORPAPRRISCTNTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Randall Gerardes - Financial Advisor | TrueAdvisor