Gary
Radler

Securities America Advisors, Inc

CRD#830977
Investment Advisor
in Newington, CT

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About this Advisor

Gary Radler is a chartered financial consultant operating in Newington, Connecticut with 6 years of industry experience. Radler is on the advisory team at Securities America Advisors, Inc. Their career trajectory has included roles at Radler Retirement Strategies, LLC, National Planning Corporation, Securities America, Inc and Securities America Advisors. Radler maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Connecticut. Securities America Advisors, Inc is a firm that has its headquarters in La Vista, NE. The investment advisory business has offices in 1,469 locations and a total of 3,748 financial advisors. It controls $38 billion in assets under management across its 200,228 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises five charitable organizations. Of its 200,228 client accounts, just 5% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Securities America Advisors, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically depend on which services the firm provides the client. Fees billed by Securities America Advisors, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Newington, CT

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

CT Average: $1,978,216,465
Total Number of Employees

3,748

CT Average: 226
Total Number of Accounts

200,228

CT Average: 7,467
Average Account Size

$190,602

CT Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Gary Radler Work History

Gary has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Securities America, Inc

2017 - Present (7 years)

Securities America Advisors

2004 - Present (20 years)

Radler Retirement Strategies, LLC

2006 - 2017 (11 years)

National Planning Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gary Radler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Securities America Advisors, Inc

Christopher Conti
Johnston, RI
Mark Hansen
San Jose, CA
Steven Juul
Spokane, WA
Derek Bohne
Midvale, UT
Seth Wilson
Fresno, CA
Edward Debay
East Hartford, CT
Donald Seaman
La Vista, NE
Erinn Ford
La Vista, NE

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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