Unclaimed Profile

Gerald Burch Gill

M. J. SMITH AND ASSOCIATES·GREENWOOD VILLAGE, Colorado

SIE, Series 6, Series 7, Series 24, Series 63Clean record27 years registeredM. J. SMITH AND ASSOCIATES

5613 DTC PARKWAY, GREENWOOD VILLAGE, CO 80111CRD# 2022866Firm CRD# 110919

Profile Verification

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

Identity

Gerald Burch Gill · GREENWOOD VILLAGE, CO

Registration

CRD #2022866 · M. J. SMITH AND ASSOCIATES · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: M. J. SMITH AND ASSOCIATES

M. J. SMITH AND ASSOCIATES

Nov 2012 – Mar 2020

GREENWOOD VILLAGE, CO

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

May 2012 – Dec 2012

GREENWOOD VILLAGE, CO

MARINER WEALTH ADVISORS, LLC

Jan 2011 – Apr 2012

OVERLAND PARK, KS

CBIZ WEALTH MANAGEMENT, LLC

May 2010 – May 2011

CLEVELAND, OH

CBIZ RETIREMENT PLAN SERVICES

Jan 2008 – May 2011

DENVER, CO

FIRST CITIZENS INVESTOR SERVICES, INC.

Jan 2006 – May 2007

NEW BERN, NC

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Feb 2004 – May 2005

MONUMENT, CO

WELLS FARGO INVESTMENTS, LLC

Jul 2002 – Feb 2004

COLORADO SPRINGS, CO

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Jan 1999 – Jul 2002

COLORADO SPRINGS, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · January 1, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

M. J. SMITH AND ASSOCIATES

CRD 110919 · SEC 801-19409

AUM

$886M

Regulatory assets under management

Employees

1,784 client accounts

Services offered by M. J. SMITH AND ASSOCIATES

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at M. J. SMITH AND ASSOCIATES →

Introduction

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Frequently Asked Questions

What services does Gerald Burch Gill offer?

Gerald Burch Gill specializes in Financial Planning, Investment Management, Wealth Management.

What are Gerald Burch Gill's credentials?

Gerald Burch Gill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gerald Burch Gill located?

Gerald Burch Gill is based in GREENWOOD VILLAGE, Colorado, last registered with M. J. SMITH AND ASSOCIATES.

How does Gerald Burch Gill charge for services?

Gerald Burch Gill's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is M. J. SMITH AND ASSOCIATES?

M. J. SMITH AND ASSOCIATES has approximately 7 employees and manages $886M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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