Karl
Gerasimov

Mas Advisors LLC

CRD#4203776
Investment Advisor
in Miami, FL

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About this Advisor

Karl Gerasimov is a chartered financial analyst operating out of Miami, Florida with a total of 5 years of relevant experience. Gerasimov is on the advisory team at Mas Advisors LLC. Gerasimov has gained experience at May Davis Partners, LLC, Gg Realty, Md Global Partners, J.W. Korth & Company, New Urban Hospitality and Mas Advisors LLC. Gerasimov holds a Series 63 license, qualifying them as a securities agent, and is approved to work in Florida. Mas Advisors LLC is an advisory company based out of Miami, FL. The firm has offices in four locations and a total of 18 advisors. It manages $1 billion in assets among its 597 accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 597 customer accounts, just 8% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Mas Advisors LLC provides a diverse set 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 other services. A financial advisor's fees typically vary depending on which service is offered. Fee types charged by Mas Advisors LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

5 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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

501 Brickell Key Drive Suite 509
Miami, FL 33131

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Mas Advisors LLC Brokerage Details

Total Assets Under Management

$1,126,045,797

FL Average: $1,855,561,029
Total Number of Employees

18

FL Average: 62
Total Number of Accounts

597

FL Average: 2,474
Average Account Size

$1,886,174

FL Average: $750,025

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
  • Other

Karl Gerasimov Work History

Karl has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Mas Advisors LLC

2017 - 2018 (1 year)

J.W. Korth & Company

2016 - 2018 (2 years)

New Urban Hospitality

2015 - 2016 (1 year)

Md Global Partners

2013 - 2015 (2 years)

Gg Realty

2009 - 2013 (4 years)

May Davis Partners, LLC

*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 Karl Gerasimov 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 Mas Advisors LLC

Robert Becerra
Miami, FL
Ricardo Calderon
Miami, FL
Karl Gerasimov
Miami, FL
Robert Kelly
Temecula, CA

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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