Gerard
Addeo
Wealthedge Investment Advisors LLC
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About this Advisor
Gerard Addeo is a financial advisor working in New York, New York who has 2 years of relevant experience. Addeo works at Wealthedge Investment Advisors LLC. Addeo has gained experience at Wealthedge Investment Advisors LLC, Wealthedge Advisors LLC and Wealthedge Tax Advisors LLC. Addeo has a Series 63 license, qualifying them as a securities representative, and is registered to advise clients in New York. Wealthedge Investment Advisors LLC is a firm based in New York, NY. It manages $250 million in assets under management among its 600 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm serves two charities and foundations. Of its 600 accounts, 17% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Wealthedge Investment Advisors LLC performs a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely are based on the services offered. However, fees billed by Wealthedge Investment Advisors LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthedge Investment Advisors LLC Brokerage Details
$250,378,758
4
600
$417,298
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Gerard Addeo Work History
Gerard has been registered as a financial advisor for 2 years.*
Wealthedge Advisors LLC
Wealthedge Investment Advisors LLC
Wealthedge Tax Advisors 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 Gerard Addeo 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 Wealthedge Investment Advisors LLC
New York, NY
New York, NY
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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