Klingman And Associates, LLC
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About this Advisor
Gerard Klingman is a certified financial planner and chartered financial consultant in New York, New York. Currently a registered financial advisor at Klingman And Associates, LLC, Klingman has 12 years of experience as an investment advisor. Klingman holds Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Klingman can act as an advisor based out of Louisiana and Texas. During their career, the advisor has held roles at Klingman And Associates LLC, Raymond James Financial Services, Inc, Avgk Ventures, LLC, Trustee, Raymond James Financial Services Advisors, Inc, Mac1 Food And Beverage, LLC/ Summer Day, Ridge Retirement Cosultants, N/A, Klingman Risk Management, LLC and Jjgm Partners. Klingman And Associates, LLC is headquartered in New York, New York. Overall, Klingman And Associates, LLC manages $2 billion in assets dispersed across 1,667 accounts and employs 14 staff members. The firm's total assets under management places it among the biggest firms in the nation. The firm manages 1,003 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 13% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Klingman And Associates, LLC offers financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, fixed and other fees.
Certifications and Registrations
Years of Experience
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Klingman And Associates, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Gerard Klingman Work History
Gerard has 12 years of experience.
Mac1 Food And Beverage, LLC/ Summer Day
Klingman Risk Management, LLC
Ridge Retirement Cosultants
Klingman Holdings LLC
Avgk Ventures, LLC
Raymond James Financial Services Advisors, Inc
Klingman And Associates LLC
Raymond James Financial Services, Inc
Gerard Klingman has no disclosures.
Please visit their SEC profile for more details.