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Parker Gerhardt Clemans

Gerhardt Clemans Wealth Management, Inc.

Thendara, NY

CRD 6579516

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Employer firm

Gerhardt Clemans Wealth Management, Inc. CRD 227787

$3.14M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Gerhardt Clemans Wealth Management, Inc.

141 Forge St., Thendara, NY 13472 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-31
  • NY RA
    APPROVED
    Since 2021-07-31

Branch Locations

141 Forge St., Thendara, NY 13472 • 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
OrganizationCityStateFromTo
Gerhardt Clemans Wealth Management, Inc. Thendara NY 12/2015 Present
Gerhardt Clemans Wealth Management, Inc. Thendara NY 01/2015 Present
Adirontax, Llc Thendara NY 09/2016 Present
A&P Property Management Group, Inc. Thendara NY 10/2017 Present
P&E Property Development, Inc. Thendara NY 11/2019 Present
Other Businesses

1. ADIRONTAX, LLC; PRESIDENT; AN ACCOUNTING FIRM 2. P&E PROPERTY DEVELOPMENT, INC.; PRESIDENT; PROPERTY DEVELOPMENT COMPANY 3. A&P PROPERTY MANAGEMENT GROUP; VICE PRESIDENT; PROPERTY MANAGEMENT COMPANY

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-07
  • S65 Uniform Investment Adviser Law Examination
    2015-05-07

View on SEC IAPD

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