Duane Jerrod Gillman

Employer firm

Everhart Advisors CRD 107091

$2.46B regulatory AUM 554 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• 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

• 11/2013 → 03/2020
  Mid Atlantic Capital Corporation
  Miamisburg, OH
• 11/2013 → 06/2018
  Mid Atlantic Financial Management, Inc.
  Pittsburgh, PA
• 01/2016 → Present
  Everhart Advisors
  Miamisburg, OH

Previous Registrations

• 2013-11-01 → 2018-06-27
  Mid Atlantic Financial Management, Inc.
  Dayton, OH
  Miamisburg, OH
  Pittsburgh, PA
• 2011-12-23 → 2013-11-27
  Concourse Financial Group Securities, Inc.
  Dayton, OH

Other Businesses

2)NOTARY PUBLIC~NON INVESTMENT RELATED~2 PRESTIGE PLACE, SUITE 130, MIAMISBURG, OH 45342~FEBRUARY 2014~LESS THAN 1HR PER MONTH~LESS THAN 1HR PER MONTH DURING MARKET~OCCASIONALLY I NOTARIZE DOCUMENTS, BUT I NEVER CHARGE - - - - - - - - - - -

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-12-22
• S63 Uniform Securities Agent State Law Examination
  2010-10-13

Other Names

• Dj Gillman