Gerald Whyte
Gerald Whyte is a registered investment advisor at Cetera Investment Advisers LLC, based in Rancho Cucamonga, CA, with 2 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
10370 Commerce Center Dr, Suite 130, Rancho Cucamonga, CA, 91730
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gerald works as a tax preparer and sales manager for Whyte and Associates Inc, a tax and accounting family practice, and also handles sales, service, and back-office duties for Pinnacle Wealth Management Inc. These activities take about half of Gerald's time each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Crown Capital Securities, L.P.Broker
State Registrations2 states
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