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Stuart A Gertman

WE ARE ONE SEVEN, LLC·BEACHWOOD, Ohio
Unclaimed Profile
24400 CHAGRIN BLVD., BEACHWOOD, OH 44122CRD# 1667496Firm CRD# 283087
01

About

Stuart A Gertman is a registered financial advisor based in BEACHWOOD, Ohio, affiliated with WE ARE ONE SEVEN, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MGO ONE SEVEN LLC
ONESEVEN
AUM
$3.7B
Regulatory assets under management
Employees
100
Total firm employees
View all advisors at MGO ONE SEVEN LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITORS' FEES FOR REFERRALS TO OTHER MONEY MANAGERS
Regulatory
SEC/IARD CRD# 1667496
Firm CRD# 283087
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in BEACHWOOD
Anne Peterson Ogan — THE PROPER ANALYSIS CORPORATIONWilliam David Proper — THE PROPER ANALYSIS CORPORATIONCynthia Gardner Resch — CM WEALTH ADVISORS LLCNed Gregory Huffman — TURNCAP MANAGEMENT LLCAdam Howard Blumenthal — MGO ONE SEVEN LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)DUBLIN (93)AKRON (70)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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