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Eric Alan Gersch

Econologics Financial Advisors

Largo, FL

CRD 6207237

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Employer firm

Econologics Financial Advisors CRD 125738

$183M regulatory AUM 143 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Econologics Financial Advisors

2401 West Bay Drive Suite 603, Largo, FL 33770 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-06-25
TX RA APPROVED 2025-03-05
VA RA APPROVED 2024-01-11
CA RA APPROVED 2019-01-04
LA RA APPROVED 2019-01-04
PA RA APPROVED 2019-01-04
FL RA APPROVED 2017-08-30
  • CO RA
    APPROVED
    Since 2025-06-25
  • TX RA
    APPROVED
    Since 2025-03-05
  • VA RA
    APPROVED
    Since 2024-01-11
  • CA RA
    APPROVED
    Since 2019-01-04
  • LA RA
    APPROVED
    Since 2019-01-04
  • PA RA
    APPROVED
    Since 2019-01-04
  • FL RA
    APPROVED
    Since 2017-08-30

Branch Locations

2401 West Bay Drive Suite 603, Largo, FL 33770 • 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
Econologics Financial Advisors Largo FL 08/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-22
  • S65 Uniform Investment Adviser Law Examination
    2017-07-22

View on SEC IAPD

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Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · LARGO, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Largo, FL
CETERA INVESTMENT ADVISERS LLC · LARGO, FL

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