Gerald Paul Butrimovitz

Employer firm

Gerald Butrimovitz Wealth Advisory CRD 112015

$4.85M regulatory AUM 18 advisory clients

Reported services (Item 5G)

• Financial planning
• COMPREHENSIVE LIFE FINANCIAL PLANNING FOR INDIVIDUALS, ESTATES AND BUSINESS OWNERS AS REQUIRED BY ANALYSIS AND REQUESTS

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

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

Current Employers

Employment History

• 09/2009 → Present
  Lpl Financial Llc
  San Francisco, CA
• 04/2012 → Present
  Gerald Butrimovitz Wealth Advisory
  San Francisco, CA

Other Businesses

1. 06/04/2010 - NON-VARIABLE INSURANCE, RECURRING COMMISSIONS FROM DIRECT BUSINESS WITH DIFFERENT INSURANCE COMPANIES (TRAIL COMMISSIONS) AND CONTRIBUTIONS TO EXISTING POLICIES. NOT SELLING NEW POLICIES CURRENTLY., CA. 2. 08/23/2010 - ACT IN A FIDUCIARY CAPACITY, I AM THRUSTEE FOR THE GERALD BUTRIMOVITZ AND MIRIAM SAFDIE BUTRIMOVITZ TRUST, 0%. 3. 4/11/2012 - REGISTERED INVESTMENT ADVISOR DBA - GERALD BUTRIMOVITZ WEALTH ADVISORY - FIXED FEES. - TIME SPENT 50%. 4. 4/11/2012 - REGISTERED INVESTMENT ADVISOR - GERALD BUTRIMOVITZ WEALTH ADVISORY - (FP) FLAT FEE FOR FINANCIAL PLANNING - TIME SPENT 50%. 5. 9/11/2013 - GERALD BUTRIMOVITZ WEALTH ADVISORY - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-12-03

Designations

• Certified Financial Planner

Other Names

• Gerald P Butrimovitz
• Jerry Butrimovitz