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Gerard Addeo

Wealthedge Investment Advisors, LLC

New York, NY

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Current Employers
Wealthedge Investment Advisors, Llc

99 Park Ave. Suite 1920, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-03
  • NY RA
    APPROVED
    Since 2021-09-03

Branch Locations

99 Park Ave. Suite 1920, New York, NY 10016 • 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
Wealthedge Investment Advisors Llc New York NY 11/1999 Present
Wealthedge Advisors Llc New York NY 01/2012 Present
Wealthedge Tax Advisors Llc New York NY 01/1985 Present
  • 11/1999 → Present
    Wealthedge Investment Advisors Llc
    New York, NY
  • 01/2012 → Present
    Wealthedge Advisors Llc
    New York, NY
  • 01/1985 → Present
    Wealthedge Tax Advisors Llc
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-03-24
  • S63 Uniform Securities Agent State Law Examination
    1986-03-24
Other Names
  • Jerry Addeo

View on SEC IAPD

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