Unclaimed Profile

Stuart A Gertman

WE ARE ONE SEVEN, LLC·BEACHWOOD, Ohio

SIE, Series 7, Series 31, Series 63, Series 6527 years registeredWE ARE ONE SEVEN, LLC

24400 CHAGRIN BLVD., BEACHWOOD, OH 44122CRD# 1667496Firm CRD# 283087

Profile Verification

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

Identity

Stuart A Gertman · BEACHWOOD, OH

Registration

CRD #1667496 · WE ARE ONE SEVEN, LLC · 27 years registered

Brand Profile

Not yet started

Career History

ONESEVEN

Jul 2016 – present

MORGAN STANLEY

Jun 2009 – Jul 2016

BEECH ISLAND, SC

MORGAN STANLEY & CO. INCORPORATED

Nov 2008 – Jun 2009

BEACHWOOD, OH

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Aug 1999 – Nov 2008

CHAGRIN FALLS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · August 9, 1999

Years registered · 27

Disclosure History

2010Customer Dispute·Settled

2009Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MGO ONE SEVEN LLC

CRD 283087 · SEC 801-107829

AUM

$3.7B

Regulatory assets under management

Employees

100

29,667 client accounts

Services offered by MGO ONE SEVEN LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing 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 MGO ONE SEVEN LLC →

Introduction

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Frequently Asked Questions

What services does Stuart A Gertman offer?

Stuart A Gertman specializes in Financial Planning, Investment Management. Contact their office in BEACHWOOD, Ohio for a consultation.

What are Stuart A Gertman's credentials?

Stuart A Gertman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stuart A Gertman located?

Stuart A Gertman is based in BEACHWOOD, Ohio, working with WE ARE ONE SEVEN, LLC. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.

How does Stuart A Gertman charge for services?

Stuart A Gertman's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitors' fees for referrals to other money managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WE ARE ONE SEVEN, LLC?

WE ARE ONE SEVEN, LLC has approximately 100 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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