Christopher Gerrard

Current Employers

Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-05-01
PA	RA	APPROVED	2017-12-19

TX RA
APPROVED_RES

Since 2025-05-01
PA RA
APPROVED

Since 2017-12-19

Branch Locations

Philadelphia, PA • United States

1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Capital One Investing	Wilmington	DE	07/2016	12/2017
Axa Advisors, Llc	New York	NY	12/2017	06/2020
Integrated Financial Services	Bala Cynwyd	PA	12/2017	Present
Equitable Advisors, Llc	New York	NY	12/2017	Present

07/2016 → 12/2017

Capital One Investing

Wilmington, DE
12/2017 → 06/2020

Axa Advisors, Llc

New York, NY
12/2017 → Present

Integrated Financial Services

Bala Cynwyd, PA
12/2017 → Present

Equitable Advisors, Llc

New York, NY

Previous Registrations

2016-10-03 → 2017-12-19

Capital One Advisors, Llc

Wilmington, DE

Mclean, VA
2015-05-08 → 2016-07-08

Equitable Advisors, Llc

Glen Mills, PA

Bala Cynwyd, PA

Bala Cynwyd, PA

Other Businesses

1) Integrated Financial Strategies, 1 Belmont Ave, Bala Cynwyd, PA ; Registered Sales Assistant, from 12/2017 to Present; 40 hours per week; general administration, business processing, placing trades.2) DBA Integrated Financial Strategies, Inc. 3) Outside Insurance Brokerage

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-05-08

S66 Uniform Combined State Law Examination

2015-05-08

View on SEC IAPD