Unclaimed Profile

Gerard Paul Gloisten

CORE WEALTH PARTNERS LLC·SANTA ROSA, California

SIE, Series 7, Series 24, Series 63, Series 65, Series 79TO, Series 99TOClean record26 years registeredCORE WEALTH PARTNERS LLC

576 B STREET, SANTA ROSA, CA 95401CRD# 2579962Firm CRD# 322365

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gerard Paul Gloisten · SANTA ROSA, CA

Registration

CRD #2579962 · CORE WEALTH PARTNERS LLC · 26 years registered

Brand Profile

Not yet started

Career History

CORE WEALTH PARTNERS LLC

Oct 2022 – present

WESTERN INTERNATIONAL SECURITIES

Jan 2015 – Dec 2022

Santa Rosa, CA

GBS ADVISORS

Feb 2014 – Dec 2014

SANTA ROSA, CA

GBS ADVISORS

Dec 2013 – Dec 2013

SANTA ROSA, CA

GBS ADVISORS

May 2000 – Dec 2013

SANTA ROSA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · May 16, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORE WEALTH PARTNERS LLC

CRD 322365 · SEC 801-126601

AUM

$284M

Regulatory assets under management

Employees

748 client accounts

Services offered by CORE WEALTH PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CORE WEALTH PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Gerard Paul Gloisten offer?

Gerard Paul Gloisten specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SANTA ROSA, California for a consultation.

What are Gerard Paul Gloisten's credentials?

Gerard Paul Gloisten is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gerard Paul Gloisten located?

Gerard Paul Gloisten is based in SANTA ROSA, California, working with CORE WEALTH PARTNERS LLC. Their office serves clients in the SANTA ROSA metropolitan area and surrounding communities.

How does Gerard Paul Gloisten charge for services?

Gerard Paul Gloisten's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CORE WEALTH PARTNERS LLC?

CORE WEALTH PARTNERS LLC has approximately 4 employees and manages $284M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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