Adam Edward Gerber

Employer firm

Stonex Advisors Inc. CRD 174182

$5.09B regulatory AUM 52 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2014 → Present
  Stonex Securities Inc
  Whiteplains, NY
• 01/2015 → Present
  Stonex Advisors Inc
  Whiteplains, NY

Previous Registrations

• 2011-09-23 → 2015-01-30
  Wrp Investments, Inc.
  Windsor Locks, CT
  Whiteplains, NY
  Youngstown, OH
• 2006-07-06 → 2006-07-18
  Securities America Advisors, Inc.
  White Plans, NY
• 2003-12-09 → 2006-07-05
  Securities America Advisors, Inc.
  White Plains, NY

Other Businesses

LACROSSE COACH TITLE AND DUTIES: COACH TIME SPENT: 3 HOURS PER WEEK, COMPENSATION: HOURLY BUA REPRESENTATIVE TITLE AND DUTIES: INSURANCE AGENT TIME SPENT: 3 HOURS PER WEEK COMPENSATION: BY POLICY

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-07-10
• S63 Uniform Securities Agent State Law Examination
  1993-11-29