David Michael Gerasin

Employer firm

Steele Street Capital LLC CRD 331520

$140M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 06/2012 → 09/2024
  Wells Fargo Advisors Financial Network, Llc
  Portsmouth, NH
• 09/2024 → Present
  Steele Street Capital Llc
  Kittery, ME

Previous Registrations

• 2012-06-15 → 2024-09-27
  Wells Fargo Advisors Financial Network, Llc
  Kittery, ME
  Portsmouth, NH
• 2009-06-01 → 2012-07-13
  Morgan Stanley
  Portsmouth, NH
  Portsmouth, NH
• 2008-10-17 → 2009-06-01
  Citigroup Global Markets Inc.
  Portsmouth, NH
• 2004-10-12 → 2008-10-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portsmouth, NH
  Portsmouth, NH

Other Businesses

GERASIN FAMILY REALTY, LLC; INV RELATED; KITTERY, ME; 44% OWNERSHIP, LLC FOR COMMERCIAL RENTAL PROPERTY; START 07/11/2014; 10 HOURS DEVOTED PER MONTH; NONE DURING TRADING HOURS; DUTIES INVOLVE OWNING AND MANAGING THE COMMERCIAL PROPERTY. TRUSTEE FOR STEELE STREET CAPITAL PSP & DBP; INV RELATED; KITTERY, ME; START: 1/1/13; 1 HR/MO; 0 DURING TRADING. 445 YORK STREET LLC, INV RELATED, KITTERY, ME, 63% OWNERSHIP, START 11/13/2017, 1 HOUR PER MONTH, 1 HOUR DURING TRADING, COMMERCIAL REAL ESTATE RENTAL MANAGING MEMBER. YSKICE LLC, INV RELATED, KITTERY, ME, 100% OWNERSHIP, START 3/12/2018, 2 HOURS PER MONTH, 2 HOURS DURING TRADING, MANAGING MEMBER OF REAL ESTATE LAND PURCHASE. STEELE STREET CAPITAL, LLC; INVESTMENT RELATED; KITTERY, ME; 100% OWNERSHIP; START DATE 06/1/2013; NUMBER OF HOURS PER MONTH 200; NUMBER OF HOURS DURING TRADING 200; OWNER OF FINET PRACTICE. GERASIN HOLDINGS LLC; KITTERY, ME; 100% OWNERSHIP; START DATE 6/7/2023; 2 HOURS PER MONTH; 0 DURING TRADING; MANAGING LLC INTERESTS.

Exams

• S66 Uniform Combined State Law Examination
  2004-10-11

Other Names

• David M Gerasin