Gerard
Gruber
Geneos Wealth Management, Inc
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About this Advisor
Gerard Gruber is a certified financial planner operating out of Westport, Connecticut who has 16 years of relevant experience. Gruber is on the advisory team at Geneos Wealth Management, Inc. During their career, Gruber has held roles at Geneos Wealth Manangement Inc, Hayden Wealth Management and Harbor West. Gruber has a Series 63 license, designating them as a securities agent, and is able to operate in Connecticut. Geneos Wealth Management, Inc is a business operating out of Englewood, CO. The firm has offices in 114 locations and a total of 200 advisors. It administers $4 billion in assets under management between its 18,621 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 58 charitable organizations. Of its 18,621 accounts, just 2% are associated with high-net-worth investors who have at least $1 million in investable assets. The company offers a number of services, including 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 are based on which services are offered. However, fees charged by Geneos Wealth Management, Inc can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Geneos Wealth Management, Inc Brokerage Details
$4,081,076,864
200
18,621
$219,165
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
Gerard Gruber Work History
Gerard has been registered as a financial advisor for 16 years.*
Harbor West
Geneos Wealth Manangement Inc
Hayden Wealth Management
*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 Gerard Gruber 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 Geneos Wealth Management, Inc
Montgomeryville, PA
Englewood, CO
Midvale, UT
Knoxville, TN
Homer Glen, IL
Sellersburg, IN
Littleton, CO
Roanoke, VA
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.
