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Gerald Roger Dewes

SUNBRIDGE MANAGEMENT INC·AMHERST, New York
SIE, Series 7, Series 24, Series 63Clean recordSUNBRIDGE MANAGEMENT INC
8600 TRANSIT ROAD, AMHERST, NY 14051CRD# 2465538Firm CRD# 126299

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gerald Roger Dewes · AMHERST, NY
Registration
CRD #2465538 · SUNBRIDGE MANAGEMENT INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SUNBRIDGE MANAGEMENT INC
CRD 126299 · SEC 801-64406
AUM
$34M
Regulatory assets under management
Employees
1
330 client accounts
Services offered by SUNBRIDGE MANAGEMENT INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SUNBRIDGE MANAGEMENT INC →
Introduction

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Frequently Asked Questions

What services does Gerald Roger Dewes offer?
Gerald Roger Dewes specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in AMHERST, New York for a consultation.
What are Gerald Roger Dewes's credentials?
Gerald Roger Dewes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerald Roger Dewes located?
Gerald Roger Dewes is based in AMHERST, New York, working with SUNBRIDGE MANAGEMENT INC. Their office serves clients in the AMHERST metropolitan area and surrounding communities.
How does Gerald Roger Dewes charge for services?
Gerald Roger Dewes'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 SUNBRIDGE MANAGEMENT INC?
SUNBRIDGE MANAGEMENT INC has approximately 1 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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