Gerry
Gauer
Wealthone, LLC
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About this Advisor
Gerry Gauer is a financial advisor operating out of Troy, New York with a total of 2 years of relevant experience. Gauer is an employee of Wealthone, LLC. During their career, the advisor has held roles at Ing Financial Partnters, Wealthone LLC(Fka:Wealthpointllc;Capital Financial Planning LLC), Voya Financial Advisors and Lpl Financial LLC. Gauer maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in New York and Texas. Wealthone, LLC is a firm that has its headquarters in Albany, NY. The investment advisory business has a total of 12 people on staff. It handles $382 million in assets under management between its 1,265 customer accounts, placing it among the bigger firms in the nation by assets under management. Of its 1,265 accounts, 30% are held by high-net-worth investors who have more than $1 million in assets. Wealthone, LLC performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management usually depend on which services the firm provides the client. Fee types billed by Wealthone, LLC likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthone, LLC Brokerage Details
$382,150,015
12
1,265
$302,095
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Gerry Gauer Work History
Gerry has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Wealthone LLC(Fka:Wealthpointllc;Capital Financial Planning LLC)
Voya Financial Advisors
Ing Financial Partnters
*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 Gerry Gauer 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 Wealthone, LLC
Albany, NY
Albany, NY
Albany, NY
Albany, NY
Albany, NY
Albany, NY
Albany, NY
Troy, 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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