Unclaimed Profile

Paul Jeffrey Gerard

PRINCETON GLOBAL ASSET MANAGEMENT LLC·PRINCETON, New Jersey

Series 1, Series 7, Series 63, Series 65Clean record34 years registeredPRINCETON GLOBAL ASSET MANAGEMENT LLC

17 HULFISH STREET, PRINCETON, NJ 08542CRD# 818050Firm CRD# 146644

Profile Verification

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

Identity

Paul Jeffrey Gerard · PRINCETON, NJ

Registration

CRD #818050 · PRINCETON GLOBAL ASSET MANAGEMENT LLC · 34 years registered

Brand Profile

Not yet started

Career History

PRINCETON GLOBAL ASSET MANAGEMENT LLC

May 2008 – present

BLACKROCK INVESTMENT MANAGEMENT LLC

Sep 2006 – May 2007

PLAINSBORO, NJ

MERRILL LYNCH INVESTMENT MANAGERS LP

Feb 1992 – Sep 2006

PRINCETON, NJ

Registrations & Exams

FINRA examinations passed

Series 1

Series 7

Series 63

Series 65

Registration record

First registered · February 6, 1992

Years registered · 34

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRINCETON GLOBAL ASSET MANAGEMENT LLC

CRD 146644 · SEC 801-71305

AUM

$606M

Regulatory assets under management

Employees

1,001 client accounts

Services offered by PRINCETON GLOBAL ASSET MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

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 PRINCETON GLOBAL ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Paul Jeffrey Gerard offer?

Paul Jeffrey Gerard specializes in Financial Planning, Investment Management. Contact their office in PRINCETON, New Jersey for a consultation.

What are Paul Jeffrey Gerard's credentials?

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

Where is Paul Jeffrey Gerard located?

Paul Jeffrey Gerard is based in PRINCETON, New Jersey, working with PRINCETON GLOBAL ASSET MANAGEMENT LLC. Their office serves clients in the PRINCETON metropolitan area and surrounding communities.

How does Paul Jeffrey Gerard charge for services?

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

How large is PRINCETON GLOBAL ASSET MANAGEMENT LLC?

PRINCETON GLOBAL ASSET MANAGEMENT LLC has approximately 15 employees and manages $606M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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