Gerard
Guertin
Roffman Miller Associates Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Gerard Guertin is a chartered financial consultant working in Philadelphia, Pennsylvania with 7 years of relevant experience. Guertin is an employee of Roffman Miller Associates Inc. Throughout their career, they have worked at Charles Schwab & Co., Inc, Charles Schwab Bank and Roffman Miller Associates, Inc. Guertin holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Roffman Miller Associates Inc is a company headquartered in Philadelphia, PA. It administers $2 billion in assets under management among its 1,398 customer accounts, placing it among the biggest firms in the country by assets under management. Of its 1,398 customer accounts, 63% are held by high-net-worth individuals who have more than $1 million in investable assets. Roffman Miller Associates Inc provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial management typically vary depending on the services provided. However, fees charged by Roffman Miller Associates Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Roffman Miller Associates Inc Brokerage Details
$2,094,262,806
11
1,398
$1,498,042
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Gerard Guertin Work History
Gerard has been registered as a financial advisor for 7 years.*
Roffman Miller Associates, Inc
Charles Schwab & Co., Inc
Charles Schwab Bank
*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 Guertin 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 Roffman Miller Associates Inc
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
