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Gary Anthony Gerulskis

CAPITAL ADVISORS, LLC·SOUTHBOROUGH, Massachusetts
Series 65Clean record23 years registeredCAPITAL ADVISORS, LLC
132 TURNPIKE ROAD, SOUTHBOROUGH, MA 01772CRD# 2496907Firm CRD# 126748

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gary Anthony Gerulskis · SOUTHBOROUGH, MA
Registration
CRD #2496907 · CAPITAL ADVISORS, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

FOCUS PARTNERS WEALTH, LLC
Jan 2022 – present
CAPITAL ADVISORS, LLC
May 2003 – Dec 2021
SOUTHBOROUGH, MA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 6, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAPITAL ADVISORS, LLC
CRD 126748 · SEC 801-108032
AUM
$166M
Regulatory assets under management
Employees
3
229 client accounts
Services offered by CAPITAL ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at CAPITAL ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Gary Anthony Gerulskis offer?
Gary Anthony Gerulskis specializes in Investment Management, Wealth Management. Contact their office in SOUTHBOROUGH, Massachusetts for a consultation.
What are Gary Anthony Gerulskis's credentials?
Gary Anthony Gerulskis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary Anthony Gerulskis located?
Gary Anthony Gerulskis is based in SOUTHBOROUGH, Massachusetts, working with CAPITAL ADVISORS, LLC. Their office serves clients in the SOUTHBOROUGH metropolitan area and surrounding communities.
How does Gary Anthony Gerulskis charge for services?
Gary Anthony Gerulskis's firm is compensated through percentage of aum, other: percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL ADVISORS, LLC?
CAPITAL ADVISORS, LLC has approximately 3 employees and manages $166M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
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