Thomas Edward Gerhart

Employer firm

Founders Financial Securities LLC CRD 137945

$4.14B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2006 → Present
  Founders Financial Securities, Llc
  Lebanon, PA

Other Businesses

1) Gerhart Financial Services; Investment Related; 400 South 12th Street; Lebanon PA 17042; Investments & Insurance Agent; 140 Hrs per month; Accident & Health Insurance, Annuities, Investment Advisory Services, Life Insurance 2) Cumberland Street Rental Properties, LLC; Not Investment Related; Lebanon, PA ; Start Date: 01/1996; Owner/President; 12 Hrs. per month; 3 Hrs. during trading; Rental Apartments; Manage Property 3) Pro Sports Experience; Not Investment Related; Philadelphia Eagles, Philadelphia, PA 19148; Start Date: 06/2016; 1 Hr per month; 0 Hrs during trading; Attend one or two youth football camps during summer as a former NFL player to talk to young kids attending camps about experiences 4) The Anne Fund, Inc.; Not Investment Related; Lebanon, PA ; Start Date: 06/2017; President/Director; 5 Hrs per month; 0 Hrs during trading; Non-Profit; Raising funds for Cancer research and to help local families with aid

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-08-23

Designations

• Certified Financial Planner

Other Names

• Tom Gerhart
• Thomas Gerhart
• Thomas E. Gerhart