Levi Gerber is a registered investment advisor, based in Chillicothe, OH, with 1 years of industry experience.
Location
110 W Second St., Chillicothe, OH, 45601
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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.
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Levi works as an advisory representative of a Registered Investment Advisor (RIA) called CIRA. This is an investment-related activity taking nearly full-time, with 120 hours per month dedicated to trading.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
May 2025 - Present · 1 yr
Cambridge Investment Research Advisors, INC.
May 2025 - Present · 1 yr
Previous Registrations
Park Avenue Securities LLC
January 2025 - April 2025 · 3 mos
Park Avenue Securities LLCBroker
November 2024 - April 2025 · 5 mos
State Registrations2 states
FLOH
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.