Randall
Gerber

Gerber, LLC

CRD#2124731
Investment Advisor
in Columbus, OH

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About this Advisor

Randall Gerber is a financial advisor based out of Columbus, Ohio with 24 years of industry experience. Gerber is currently employed by Gerber, LLC. Their career trajectory has included roles at Raymond James Financial Services, Inc, Non-Variable Insurance, Gerber LLC, Id Theft Services, Nexdefense, Purshe Kaplan Sterling Investments and Gerber Emerging Entrepreneur. Gerber maintains a Series 63 license, qualifying them as a securities agent, and is able to work in Ohio and Texas. Gerber, LLC is a registered investment firm based in Columbus, OH. It administers $396 million in assets between its 917 customer accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 917 customer accounts, 69% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules typically depend on which service is offered. Fees charged by Gerber, LLC most likely include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

24 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

450 West Wilson Bridge Rd Suite 100
Columbus, OH 43085

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Gerber, LLC Brokerage Details

Total Assets Under Management

$396,424,492

OH Average: $2,106,341,625
Total Number of Employees

17

OH Average: 34
Total Number of Accounts

917

OH Average: 1,972
Average Account Size

$432,306

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Randall Gerber Work History

Randall has been registered as a financial advisor for 24 years.*

2020 - Present (4 years)

Purshe Kaplan Sterling Investments

2017 - Present (7 years)

Gerber Emerging Entrepreneur

2014 - Present (10 years)

Id Theft Services

2005 - Present (19 years)

Non-Variable Insurance

1999 - Present (25 years)

Gerber LLC

2013 - 2015 (2 years)

Nexdefense

1999 - 2020 (21 years)

Raymond James Financial Services, Inc

*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 Randall Gerber 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 Gerber, LLC

Jacob Johns
Columbus, OH
Jason Fain
Columbus, OH
Erik Roemer
Columbus, OH
Randall Gerber
Columbus, OH
Geoffrey Hulme
Columbus, OH

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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