Jerry
Davidse

Presilium Private Wealth, LLC

CRD#4414257
Investment Advisor
in Wayne, PA

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About this Advisor

Jerry Davidse is a financial advisor based in Wayne, Pennsylvania, working with Presilium Private Wealth, LLC. Jerry has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, and Presilium Private Wealth LLC. Jerry has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Jerry is part of Presilium Private Wealth, LLC, which operates out of Wayne, Pennsylvania. The firm has 5 employees and manages assets totaling $442.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Presilium Private Wealth, LLC includes asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

150 North Radnor Chester Road Ste F110
Wayne, PA 19087

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Presilium Private Wealth, LLC Brokerage Details

Total Assets Under Management

$442,856,315

PA Average: $15,833,994,310
Total Number of Employees

5

PA Average: 41
Total Number of Accounts

1,112

PA Average: 3,342
Average Account Size

$398,252

PA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Jerry Davidse Work History

2022 - Present (3 years)

Presilium Private Wealth LLC

2011 - 2022 (11 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2011 - 2022 (11 years)

Bank Of America, N.A

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jerry Davidse 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 Presilium Private Wealth, LLC

Brook Hart
Wayne, PA
Jerry Davidse
Wayne, PA
Brian Henrysen
Wayne, PA

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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.

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