William
Gerics
Wbi Investments, LLC
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About this Advisor
William Gerics is a financial advisor based in Red Bank, New Jersey, with a total of 16 years of relevant experience. Gerics is an employee of Wbi Investments, LLC. They have been employed by Wbi Investments, Llc for their entire career. Gerics has a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in New Jersey. Wbi Investments, LLC is an advisory business operating out of Red Bank, NJ. It controls $582 million in assets under management across its 1,569 client accounts, placing it among the bigger firms in the United States by assets under management. The firm serves eight charities and foundations. Of its 1,569 customer accounts, just 6% belong to high-net-worth individuals who have greater than $1 million in assets. The firm performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, publication of newsletters, market timing services and educational seminars. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types charged by Wbi Investments, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wbi Investments, LLC Brokerage Details
$581,756,275
22
1,569
$370,782
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
William Gerics Work History
William has been registered as a financial advisor for 16 years.*
Wbi Investments
*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 William Gerics 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 Wbi Investments, LLC
Red Bank, NJ
Red Bank, NJ
Red Bank, NJ
Red Bank, NJ
Red Bank, NJ
Red Bank, NJ
Red Bank, NJ
Red Bank, NJ
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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